New Written Transaction Report

Overview:

In this article, we will cover how to locate and use the New Written Transaction Report. This report provides insights into transactions based on their Contracted Date, with several filtering and export options available. 

Permission Level:  Admin + Billing

Report Details:

• Runs on Contracted Date

• Offers dynamic date filtering  

• Includes the following key performance indicators: 

  • Total Volume

  • Total Sides

  • Total GCI

  • Total Brokerage Gross

  • Total Brokerage Net

• Includes the following statuses:

  • Pending

  • Closed

  • Cancelled

• Filter options available:

  • By Status

  • By Agent

  • By Office

  • Tags

• Export options:

  • Excel/CSV

  • PDF

Important to Know:

• Each metric also displays the previous year's total and the year-over-year (YOY) change
• Include or exclude specific data fields using the Columns tool

Please find the available resources below.

Navigation:

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