Transaction Activity Report
Overview:
In this article, we will cover how to locate and use the Transaction Activity Report. Please find the available resources below.
Permission Level: Admin
Report Details:
- This report looks back at the past 90 Days to provide a status breakdown of all transactions contracted within the given week.
- The Contract Date is what determines the week a transaction falls under, regardless of the current transaction status.
- This report allows a quick view to see what status all pending transactions are in for that week.
- Data table breaks down the transaction status for each week in Pending, Closed and Cancelled sections.
- There is the ability to click on the status above the graph to filter out specific transaction statuses.
- Report metrics capture:
- Transaction Count (not side count)
- Sales Volume
Navigation:
(Click to enlarge)