Report Summary:

Generate a report of your deal volume totals.  Results can be filterd by Transaction Type.  This report has an 'Agent Detail' or 'Volume Overview' option. This report will display the total Rent/Sale amount broken out by each Deal. This only applies to active vouchers. This report does not take into account if Deposits have been Posted (This is 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

Report Types:

  • Agent Details:This view will list out all vouchers with Execution Dates within the selected Date Range, 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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