Report Summary:

Generate a report of your deal volume totals by Agent, Transaction Type, and Voucher.  This report has an 'Agent Detail' or 'Volume Overview' option. This report will display the total Rent/Sale amount broken out by each Agent and Deal. This only applies to active vouchers. By default, if all agents are selected this report groups by Agent. This report does not take into account if Deposits have been Posted (This is all based on details in the Voucher).

Report Filters:

  • Date Range: (By Voucher Execution Date): Beginning Date - Ending Date
  • Transaction Type: Select All Transactions - or select one, many, or all (lease, sale, fee, sub-lease)
  • Report Type: Agent Details or Volume Overview
  • Inside Agent(s): Select All Agents, one, or many agents (Inside Agents only)

Report Types:

  • Agent Details:
    This view will list out all vouchers with Execution Dates within the selected Date Range, grouped by Agent, and show Transaction Type (Lease, Sale, Fee), Execution Date, Total Volume (Total Rent or Sale Amount based on details in the Commission Tab of the Voucher), agent's share of the commission, and the Agents share of the Volume.
  • Volume Overview:
    This view will list out all vouchers with Execution Dates within the selected Date Range.  This report shows the type of transaction, property type, seller/tenant, buyer/owner, all inside and outside agents on a deal, and reports total square foot/acreage and total volume (Total Rent or Sale Amount based on details in the Commission Tab of the Voucher)

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