Reports
The Reports page lets you generate formatted summaries of your team’s data that are ready to print or save as a PDF.Available Report Types
Financial Report
Monthly GCI, cost of sales, gross profit, net profit, and expense breakdown by category. Best for monthly financial reviews and broker conversations.Pipeline Report
All transactions grouped by status with total count and GCI value for each group. Best for pipeline reviews and production forecasting.Leaderboard Report
Ranked list of all agents showing GCI, units closed, and average sale price. Best for team meetings and recognition.Team Overview Report
Summary of all agents with key metrics and team-level totals. Best for franchise reporting and leadership presentations.Goals Report
Annual goals versus YTD actuals for each agent with pace indicators. Best for quarterly reviews and coaching conversations.Trend Report
Monthly production data in table format showing team totals and per-agent monthly breakdown. Best for year-over-year comparison.Generating a Report
- Navigate to Reports in the sidebar
- Select the report type you need
- Choose any available filters (date range, agent, office)
- The report renders on screen