Report Types
Performance Reports
Your business metrics and results
Pipeline Reports
Current deals and their status
Activity Reports
Your engagement and activity levels
Market Reports
Local market conditions and trends
Creating a Report
Set Parameters
Choose:
- Date range
- Metrics to include
- Filters (property type, price range, etc.)
- Comparison period (optional)
Performance Reports
Summarize your business performance:Metrics Available
- Transactions closed
- Total volume
- Commission earned
- Average sale price
- Days on market
- List-to-sale ratio
Customization Options
- Group by month/quarter/year
- Compare to previous periods
- Filter by transaction type
- Include/exclude pending deals
Use Cases
- Monthly performance review
- Quarterly brokerage reporting
- Year-end summary
- Goal tracking
Pipeline Reports
View your current deals:Standard Pipeline Report
Shows all active deals with:- Client name
- Property address
- Contract price
- Current stage
- Expected close date
- Days at current stage
Filtering Options
- Stage (pending, under contract, etc.)
- Expected close date range
- Price range
- Property type
- Client type (buyer/seller)
Use Cases
- Weekly deal review
- Forecasting future closings
- Identifying stalled deals
- Prioritizing attention
Activity Reports
Track your engagement:Activity Summary
- Total activities by type
- Activities per day/week
- Trend over time
- Activities by contact
Detailed Activity Log
List of all activities with:- Date and time
- Activity type
- Contact name
- Notes/summary
- Outcome
Use Cases
- Personal accountability
- Team management
- Identifying engagement patterns
- Process improvement
Market Reports
Generate market analysis:Local Market Summary
- Current median price
- Price trend (month over month, year over year)
- Active inventory
- Months of supply
- Average days on market
- Sale-to-list price ratio
Comparative Market Analysis
Compare different areas or property types:- Neighborhood comparisons
- Property type performance
- Price segment analysis
Use Cases
- Client presentations
- Listing appointments
- Buyer consultations
- Market expertise positioning
Scheduling Reports
Have reports generated automatically:
Scheduled reports are emailed as PDF attachments.
Sharing Reports
Export Options
Download reports in various formats:- PDF - Best for printing and sharing
- Excel - For further analysis
- CSV - Raw data export
Sharing Links
Create shareable links:- Open the report
- Click Share
- Choose link expiration
- Copy the link
Email Reports
Send reports directly:- Open the report
- Click Email
- Add recipients
- Add a personal message (optional)
- Click Send
Saved Reports
Save report configurations for reuse:Saving a Report Template
- Create a report with your settings
- Click Save As Template
- Name the template
- Access it anytime from Saved Reports
Managing Saved Reports
- Edit - Change the template settings
- Duplicate - Create a copy to modify
- Delete - Remove unused templates
Report Dashboard
Create a custom dashboard with multiple reports:Best Practices
Schedule regular reports
Schedule regular reports
Set up weekly or monthly reports to stay on top of your business without manual effort.
Keep reports focused
Keep reports focused
Include only the metrics that matter for the purpose. Too much data is overwhelming.
Use reports in client meetings
Use reports in client meetings
Market reports during listing appointments show your expertise and add value.
Track trends, not just snapshots
Track trends, not just snapshots
Always include comparison data to understand if things are improving or declining.