To get a Transaction Summary by Agent, click on “Reports” and “Transactions” from your dashboard. Then, click the “Transaction Summary by Agent” tab.
Here you can run a transaction report which displays the Account (agent within the brokerage) and the: Gross Sales Volume, Commission Income, Gross Commission, Agent Gross Commission, Agent Net Commission, and Post-Split Broker Income of that particular agent. The default setting of this report will run for the past month (plus a day) and show the transactions descending in alphabetical order (seen in the Account column) by Office and Name of the agent.
To customize the report, you can change the following:
- Dates: To change the dates, choose which date types this report is based on, and for the range, click on the grey calendar date boxes and select the appropriate dates you want to run a report between.
Status: Here, you can set the status to Active, Pending, Closed, Rented, or Dead. (Note: Dead transactions are excluded from the report data.)
Participating Agent: Here, you can narrow your search by choosing which agents in your office or brokerage are included in the search. Your ability to select agents will be contingent on your assigned role in TotalBrokerage. If you are an agent with no specified manager role, then you can only select yourself. To do so, click inside the text box to the right of Participating Agent and select the appropriate agent (s) you want to include.
By checking off this additional option to participating agents, it will only show the commission information for the selected agents. If none are selected, this option will be ignored.
Office: Here, you can narrow down your search by choosing which offices are included in your search. Your ability to select offices will be contingent on your assigned role in TotalBrokerage. 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. To do so, click in the text box to the right of Represent, and select the parties that you want to include in a report. The default (or if left blank) will contain data for transactions representing all people.
- Group By: Here, you choose to group your report by the office or by account. If grouping by brokerage, the rows will be the agent information compiled into one row for all transactions. If grouping by office, the rows will be the agent information compiled into one row per agent per office. If grouping by account, the rows will be each transaction for that account and their income associated with that transaction. When it is grouped by account, you can choose to remove subtotal headers below each agent by selecting the Remove Subtotal Headers checkbox.
View Report as Agent: If you are an Office Manager or Brokerage Manager, you can select this option so that you only see information that relates to you as the agent.
- Only Include Information For Transaction Owner: This option allow you to remove the commission information for participating agents and only include the Transaction Owner in the report. All Transaction Financials and Commission Income will count 100% for the Transaction Owner.
Generate Report: Once you have chosen all the parameters for your report, select the blue "Generate Report" button to run the report.
Show ___ Entries: Here, you can expand the number of entries shown in the report. To do so, click on the dropdown arrow located within Show ___ Entries and select the appropriate number that you wish to expand by.
You can also download your report as a CSV. To do this, just click the “CSV” button above the Report table to the right.
You can configure the columns that appear on the report by clicking the gear icon. You will be able to add transaction financial, transaction date, or account details to the columns.
The following popup will come up. The columns on the left are available to be selected while the column on the right are already selected.
To move a row from the left to the right, you can press the blue plus button or drag the mover icon from the left to the right list.
To move a row from the right to the left, you can press the red minus button or drag the mover icon from the right to the left list.
The way the right list is organized will be the order the columns appear in the report, and they can be rearranged.
If you want to save the column configuration for the future, you can check the box for "Save these columns as default" and press apply.
The totals for the entire report will be shown at the bottom of the table.