To create a Vendor Count report, click on “Reports” and then “Transactions” from your dashboard.  Then, click the “Vendor Count” tab.







Here you can run two different transaction reports:


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

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


The default settings for these reports will run for the past month (plus a day) and show the transactions descending in alphabetical order (seen in the Term column) by Vendor. 


To choose which type of report you want to view, change the selector for Report Type. Choosing the Vendors Added to Transactions report will get rid of the Description and Group By options as they do not apply.




To customize the report, you can change the: 


  • 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 narrow your search by the status of a transaction by choosing from the drop down menu; Active, Pending, Closed, Rented, or Dead. 



  • 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.



  • Office: Here you can narrow 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. 

            


  • Vendor Type: Here you can narrow down your search by choosing one or multiple types of vendors in your search. To do so, click on the drop down menu next to Vendor Type and make your selection accordingly.


           

  • Vendor: Here you can narrow your search by choosing one or multiple vendors in your search. To do so, click on the drop down menu next to Vendor and make your selection accordingly. 

                


  • Description (commission line item): Here you can narrow your search by choosing one or multiple line item types. To do so, click on the drop down menu next to Description (commission line item) and make your selection accordingly.                 


  • Group By: Here you can choose how the information in the report is displayed. The default will display information by Vendor. To choose to display the information by Description (commission line item) , you can click on the drop down menu next to Group By and select the Description (commission line item). 

            


  • Aggregate By: Here you can choose for the results to either be displayed by Month or Year. The default option will aggregate by month. To choose to aggregate by year, simply click on the drop menu and choose the Year option.

        


  • 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. 

                


  • 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 amount of entries shown in the report. To do so click on the drop down 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.



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