To access the all of the Transaction Reports, click on “Reports” and then “Transactions” from your dashboard.





The following TRANSACTION Reports are available:


SUMMARY

Here, you can run a report that shows the Transaction, Gross Sales Volume, Gross Commission, Agent Gross Commission, Post-Split Broker Income, and Broker Income. 



SUMMARY BY AGENT

Here, you can generate a transaction report that displays the agent's account within the brokerage, along with key financial details, including Gross Sales Volume, Commission Income, Gross Commission, Agent Gross Commission, Agent Net Commission, and Post-Split Broker Income. 



COUNT Only users with the TotalBrokerage Manager role can view these reports.

Generate a transaction report that shows the term, number of transactions Created, number of transactions Closed, Total number of transactions, Net Broker Income, and Average Broker Income according to your search criteria. 



VOLUME

Create a transaction report here that shows the number of Transactions, Gross Sales Volume, and Average Price.  



PIPELINE

Here, you can generate a transaction report that shows the lead source, number of contacts, number of closed contacts, net agent income, and net broker income for transactions in your pipeline. Contact Status (Trashed or Not Trashed) and Company Leads can further filter this report.



VENDOR SUMMARY

Run a transaction report about financial information involving vendors. 

The report shows the name of the Transaction(s) in which the vendor is involved, the Description of the line item, the to/from whom the line item was designated, and the Amount (which will display the total and the average) of the line items.



VENDOR COUNT

Here, you can generate two different transaction reports:

Vendors Used in Commissions: which shows the Term, # Line Items, Total Value, and Average Value of the Vendors. 

Vendors Added to Transactions: which shows the Term and # of Transactions the vendor was a part of.



EXPENSE

Select Expense from the tabs. This report shows the Transaction, Expense Type, Number of Expenses, Total Value of Expenses, and Average Value of Expenses. 



EXPENSE BY AGENT Only users with the TotalBrokerage Manager role can view these reports.

Here, you can run a report that shows the Transaction, Expense Type, Number of Expenses, Total Value of Expenses, and Average Value of Expenses for your brokerage's transaction. 

This will help you compare expense costs between agents. 



EARNEST MONEY Only managers, transaction analysts, and accountants can view this report.

Here, you can run a report that shows earnest money moving in and out of bank accounts. 

You can use this to balance your books.



ACTIVITY BY AGENT Only users with the TotalBrokerage Manager role can view these reports.

 Here you can run a report that shows the Number of Activity per Agent for your brokerages transaction. It will help compare how much activity an agent is generating compared to another.



FULL ACTIVITY Only users with the TotalBrokerage Manager role can view these reports.

Here, you can run a report that shows the Activities for your brokerage's transactions.




CUSTOMIZE THE REPORT PARAMETERS

The following are categories which can be customized based on your report needs.


  • Dates: Select from the dates available in your transactions. The default setting will be Closing Date and Lease Execution Deadline.
  • Date Range: Select a custom date range or choose from the selections. The default setting of this report will run for the past month (plus a day).
  • View Report as Agent
  • Only include information for Transaction Owner
  • Team and Office: Narrow your search by choosing which offices are included in your search.
  • Represent: Indicate the type of representation (buyer, seller, landlord, or tenant) to include in the report, if applicable. If left blank, the report will contain data for transactions representing all people.
  • Type: Select which Transaction Types to include, if applicable.
  • Activity Type / Vendor Type: Specify the activity types to include, if applicable.
  • Vendor Name: Select the specific vendors for this report
  • Vendor Description: Choose the types of Transaction Credits/Deductions for the vendor report.
  • Activity creator: Choose the agent(s) who created the activity, which may not necessarily be the same as the agent assigned to the transaction.
  • View Report as an Agent: Managers can select this option. It is not available to Agents.
  • Only Include Information for the Transaction Owner: Managers can select this option. It is not available to Agents.






REPORT PARAMETERS

You can tailor the report by modifying the following settings:


DATES: Click in the Date Range field to choose which Date Types this report is based on.

    


DATE RANGE:  Click on the grey calendar date boxes and select the appropriate dates you want to run a report between. Once you have selected the Date Range, click Apply.

NOTE: The default setting of this report will run for the past month (plus a day).




View Report as Agent: If you are an Office Manager or Brokerage Manager, you can select this option to see only information that relates to you as the agent.

Only Include Information For Transaction Owner: This option allows you to remove the commission information for participating agents and only include the Transaction Owner.




ADD OTHER FILTERS: Click here to add additional fields for customizing your report.


  • Available Filters: You can refine your search by clicking the arrow and selecting from the available options when the sidebar opens. 
  • NOTE: Your ability to choose some filters depends on your assigned role in TotalBrokerage.

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Statuses: Click inside the Status box to select the status(s) that you want included in this report. (Note: Dead transactions are excluded from the report data). After you have made your selection, click Add.



Participating Agent: You can refine your search by selecting which agents from your office or brokerage to include.


Team and Office: Here, you can narrow your search by choosing which offices are included. 

Your ability to select offices will depend on your assigned TotalBrokerage role. 

To do so, click inside the text box to the right of Office and select the appropriate office(s) you want to include.




            

    


Represent: Here, you can narrow your search to include what type of party was represented in the transaction: Buyer, Seller, Landlord, or Tenant. Click in the box and select the parties you want to include in a report. The default (if left blank) will contain data for transactions representing all people. 


           


Type: Click in the box to select which Transaction Types to include, if applicable.


           

    


Generate Report: Once you have chosen all the parameters for your report, select the blue "Generate Report" button to run the report. 


           



Show ___ Entries: Click on the drop down arrow located within Show ___ Entries and select the number of entries that you wish to view per page.




CSV REPORT

You can also download your report as a CSV. 

To do this, click the “Export CSV” button above the Report table to the right.



COLUMN CONFIGURATION

You can configure the column by clicking the button.



Reorder: Change the order of the selected columns by dragging to your desired location. 

Or, click the trash icon to remove the column.


Add / Remove: Check the boxes for the columns that you want to add. 

Click Save at the bottom when completed.







REPORT TOTALS

The totals for the entire report will be shown at the bottom of the table.



QUICK ACCESS WIDGET

Is this a report that you will run frequently? You can save the parameters by going to Actions > Create Quick Action Widget.


Select the Color, Enter a Title for the Widget and Save.