TotalBrokerage

To access the Transaction Summary reports, click on “Reports” and then “Transactions” from your dashboard. Here you can run a report that sho...

To get a Transaction Summary by Agent, click on “Reports” and “Transactions” from your dashboard. Then, click the “Transaction Summary by Agent” tab. ...

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

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

To access Pipeline reports, click “Reports” and then “Transactions” from your dashboard.  Then, click the “Pipeline” tab. Here ...

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

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

To access the Expense reports, click on “Reports” and then “Transactions” from your dashboard. Select Expense from the tabs. Here you can run...

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

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