Brokerage Engine Support

Transaction Activity Report


Overview:

In this article, we'll 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 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 week in Pending, Closed and Cancelled.
  • Ability to click on status above graph to filter out specific transaction statuses
  • Report metrics capture:
    • Transaction Count (not side count)
    • Sales Volume

Navigation:


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