To access the Activity By Agent reports, click on “Reports” and then “Transactions” from your dashboard. Only Managers can view this report.





Select Activity By Agent from the tabs. Here you can run a report that shows the Number of Activity per Agent for your brokerages transaction. It will help compare how much activity an agent is generating compared to another.


To customize the report, you can change the: 


  • Dates: Here you can set the dates for the activities you want to see. This will search by creation date.


           


  • 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.


         



  • 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.


         


  • Activity Type: You can narrow down this report to the activity types you want to see. You must select at least one but up to five.

           


  • Aggregate By: You can aggregate the report by month or year.

           

    

    

  • 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.