Reports Overview

*Note: additional configuration required for this report, the Debit Credit Commission Module is required.

^{Submit an Agent Net Commission Payment report - per period - for each agent who has a commission profile containing:}

^{- Net Commission to this Agent from all sales which were Settled in the reporting period AND any sales Settled in a previous period which have had any adjustments made in the reporting period.
- Plus / Minus - upon additional configuration - any recurring income/expenses specified in the Agent’s Commission Profile.
- Plus / Minus any ad-hoc debits/credits specified in the Agent’s debit/credits ledger.
- Less any shortfall from the previous period (if applicable).
- Total payment to Agent or debit to carry over to the next period.}

^{Agent Net Commission Report}

^{Displays commission figures for each agent including net commission (what the agent receives from the gross total commission).}

^{Appraisal Accuracy Report}

^{Displays a comparison between the appraisal price vs the selling price to produce an accuracy report. If no appraisal price is entered an accuracy reading is not displayed.}

^{Appraisal Report}

^{Displays a comparison of all appraisal details and whether each appraisal has been converted into a listing, cancelled or missed.}

^{Appraisal Report (For Lease)}

^{Displays a comparison of all appraisals for lease and whether each appraisal has been converted into a rental listing, cancelled or missed.}

^{Auction Clearance}

^{Displays all properties that went to Auction in the specified period. This report lists the number of properties for auction that each staff member has, how many sold at, before or after auction and converts this into a per day and total clearance ratio. These ratios are displayed as percentages.
The report also displays excluded properties, by which their auction date is in the period however has not passed, therefore the properties are still available and not included in the statistics. Users can also select the 'Include Archived Staff' checkbox option to include all active and archived staff where required.}

^{Appraisal / Listing Contacts}

^{Displays all contacts relating to an appraisal property or listing, listing the contact's name, role relating to the property, contact details and all contact classes assigned to their contact card.}

^{Bulk Actions}

^{This report provides full audit history of all bulk actions performed on contacts (e.g. mass edits to contact classes, contact status, assigned staff & subscriptions).}

^{Contact Anniversary}

^{This report shows Contact's contact details, status, contact classes, assigned staff and associated 'anniversary date' for all contacts with an anniversary date, birthday or other custom defined contact anniversary dates in a period.}

^{Contact Class Statistics}

^{This report provides the total number of contacts currently in each Contact Class.  The Report can be filtered based on Contact First Created, Last Modified or Last Contact date in the selected date range with options to filter by Contact Status, Contact Source, Class Type (standard vs custom) & Agents.}

^{Contact Created Report}

^{Displays the number of contacts assigned to each staff member. Categorises the contacts into 8 categories: contacts created with just the contact details, existing contacts modified in the date range, contacts with notes added in the date range, contact details and buyer requirements added, total active contacts, active contacts with an email address, active contacts with buyer requirements and total contacts that have unsubscribed.}

^{The fields "Total Active Contacts", "Total Active Contacts with Email", "Total Active Contacts with Search Requirements", "Total Contacts Unsubscribed" will pull through all contacts over all time.}

^{The fields "Contacts Created", "Contacts Modified", "Contacts with Notes Added", "Contacts with Search Requirements Added" will be relevant to the dates entered.}

^{Contact Source Report}

^{Comparison report of where the contacts came from and how they found out about the office.}

^{Contact Suburb Breakdown}

^{An overview of where office or agent contacts live. This report can also be refined by contact class for example: buyer or vendor, providing insight into possible target areas.}

^{Contact Unsubscribed Report}

^{Lists the date, contact and specific subscription the contact has unsubscribed from. This displays contacts that have personally unsubscribed from office marketing material using the unsubscribe link in the e-newsletter.}

^{CSV Downloaded Report}

^{This report shows all contact exports per staff member in the period, the number of contacts and the sub totals per staff member. Master Users can also download an exact copy of the export file (for all new exports which occur from today onwards)
Reminder: the 'Download Contact CSV' permission can be removed from any User who should not have this ability.}

^{Prospect Property Contacts}

^{Displays all contacts relating to a prospect property, listing the contact's name, role relating to the property, contact details and all contact classes assigned to their contact card.}

This report details key dates, leased price $p.a and full commission breakdown by Agent for Commercial Lease Listings which are Under Contract, Unconditional & Settled. 

*Note: this report is only available if the commercial leasing contracts & commissions add-on is enabled - Request more information via our Client Change Request form.