> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pulseintelpro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Generate and print professional summaries of your team's performance, pipeline, and financials.

The Reports page lets you generate formatted summaries of your team's data that are ready to print or save as a PDF.

## Available Report Types

### Financial Report

Monthly GCI, cost of sales, gross profit, net profit, and expense breakdown by category. Best for monthly financial reviews and broker conversations.

### Pipeline Report

All transactions grouped by status with total count and GCI value for each group. Best for pipeline reviews and production forecasting.

### Leaderboard Report

Ranked list of all agents showing GCI, units closed, and average sale price. Best for team meetings and recognition.

### Team Overview Report

Summary of all agents with key metrics and team-level totals. Best for franchise reporting and leadership presentations.

### Goals Report

Annual goals versus YTD actuals for each agent with pace indicators. Best for quarterly reviews and coaching conversations.

### Trend Report

Monthly production data in table format showing team totals and per-agent monthly breakdown. Best for year-over-year comparison.

## Generating a Report

1. Navigate to **Reports** in the sidebar
2. Select the report type you need
3. Choose any available filters (date range, agent, office)
4. The report renders on screen

## Printing and Saving as PDF

Click **Print** to open your browser's print dialog. From there you can print directly or save as a PDF using the "Save as PDF" option. Reports are formatted for clean printing with no sidebar or navigation elements included.


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