To access the Expense reports, click on “Reports” and then “Transactions” from your dashboard.





Select Expense from the tabs. Here you can run a report that shows the Transaction, Expense Type, Number of Expenses, Total Value of Expense, and Average Value of Expense . 




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 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.


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  • 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.


           

    


  • Expense Type: You can narrow down this report to certain expenses you want to see.


            


  • Group By: You can group this report by transaction or expense type.




  • 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.