Each tab in CRM Reports allows you to run reports about the interaction between agents and their contacts in their CRM. Keep in mind, this is intended to help a Broker keep track of what agents are doing, so Agents will have limitations in these tabs and can only see information regarding their own activity.  To access CRM Reports, click on “Reports” and then “CRM” from your dashboard.




Previously by default, all CRM reports included disabled account’s contacts in the reports. We have now added a checkbox option to all the CRM reports that will include disabled account’s contact if it is checked. By default, disabled account’s contacts are now no longer included in the reports.



To change the number of Entries that are shown on the page on any tab, select the drop down menu Show Entries to change accordingly. The total count for the reports will be displayed at the bottom of the table.




  • Contacts: This tab shows the total number of contacts each agent has. It is in alphabetical order by Office. Under each office, the names of agents (Account) are in alphabetical order also (which can run A-Z, or Z-A; to change the format on the page, select the down arrow icon). If you want to arrange the list by the number of contacts each agent has simply; select the Contacts icon and you can likewise change to arrange by descending or ascending values instead by selecting the down arrow icon. 


            



  • Contacts Added: This tab allows you to run a report of the number of contacts an agent as added in a specific time frame. To do so; select the “Start Date” and “End Date” (Note: When selecting the "Start Date", the "End Date" will default to a Month and a day after the selected "Start Date"). To run the report, select the blue “Generate Report” button. 


            







  • Contacts Trashed: This tab allows you to run a report on the number of contacts that an agent has trashed in a specific time frame. To do so; select the “Start Date” and “End Date” (Note: When selecting the "Start Date", the "End Date" will default to a Month and a day after the selected "Start Date"). To run the report, select the blue “Generate Report” button. 





  • Contact Activity: This tab allows you to run a report on what activity agents have had with contacts in their CRM within a specific time frame To do so; select the “Start Date” and “End Date” (Note: When selecting the "Start Date", the "End Date" will default to a Month and a day after the selected "Start Date"). To run the report, select the blue “Generate Report” button. You can also choose to search by specific activities; Phone, Note, Email, and Transaction Added. You can choose one of these, or multiple to search by at one time. The default will run a report based on all activity types. To narrow your search based on activity, simply click the “x” next to the activity you would like to remove from the search criteria.  If you want to add an activity type back to the search, simply click inside the text box, and choose the activity from the drop down menu. If you want to hide contacts in your search that have not had activity, simply select the Hide Empty Rows checkbox.   To see more detailed information about the contact activity, select the blue “+” button before the Account name. To minimize the detailed information, select the red “-” button. 


            



  • To see more detailed information about the report, select the blue “+” button before the Account name. To minimize the detailed information, select the red “-” button. 


           


           




  • Full Activity: This tab will run a more detailed report (within a specific time frame)  of the activity that an agent has had  between a contact in their CRM based on either one, all, or multiple of; Phone, Note, Email, Email Status, and Transaction. To choose the type of activity, simply click inside the “Activity Type” text box (which will then populate a drop down menu) and choose the activity(s) you want to search by. To choose the time frame; select the “Start Date” and “End Date” (Note: When selecting the "Start Date", the "End Date" will default to a Month and a day after the selected "Start Date"). To run the report, select the “Generate Report” button.  Click the csv button at the top right to download a csv of this report.


            



  • Lead Sources: This tab will run a report based on which Lead Sources types have produced leads within a specific time frame. You can narrow the search by Office, or Agent Assigned. In order for an accurate report to be made, agents must choose the lead source they received the lead from.To choose the time frame; select the “Start Date” and “End Date” (Note: When selecting the “Start Date”, the “End Date” will default to a Month and a day after the selected “Start Date”). To run the report, select the blue “Generate Report” button. When you run a report, a pie graph will also appear which allows you to see how all of the different Lead Sources compare to one another with in the report. If you navigate your mouse above the different colored sections of the graph, you will see how many leads each source has provided without having to scroll through the listed report. Click the csv button at the top right to download a csv of this report.


           

  • Activity by Agent: This tab will run a report based on the activities created by specific agents. You can narrow the search by Office, Agent, and Activity Type. To choose the time frame; select the “Start Date” and “End Date” (Note: When selecting the “Start Date”, the “End Date” will default to a Month and a day after the selected “Start Date”). You can also choose to aggregate the information for the report by month or year. To run the report, select the blue “Generate Report” button. The results will show the Account name along with the the number of activities created within the specified time.


Bulk Messaging: This tab will run a report of mass emails and texts. You can see the effectiveness of your email campaigns if you are tracking the click and open rates (setting within Setup → Brokerage)

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