Reporting Overview

00:07: Hello and welcome to your daily as reports tab overview video.

00:11: If you are either an office admin or a managing broker, then this

00:15: video is for you. The deal is reports, tab is only available to

00:19: managers and admins and houses the following available reports.

00:24: Aging report aging with date range business summary commission

00:28: report comp report contract deadlines pending

00:33: Deal activity, lease options lease renewals pending

00:38: payables, the pipeline report and the summary commission report.

00:43: All of these have a description and a category that tells you where we're pulling the data from.

00:47: And if you wanted to pull a report, you could simply click on it and any available

00:51: filters will follow over on the right hand sidebar.

00:54: From here. You can choose the formatting of your report.

00:58: The date range. And

01:04: then generate the report. Anytime you generate a report, your filter will

01:08: remain on the right hand side, so you can continue to manipulate them and update the

01:12: report while you're viewing it. However, you'll have the option to Toggle

01:17: through the different pages. Refresh your report you can print preview or

01:22: reports can be exported into PDF, CSV excel in Word.

01:27: You can print the report itself, email it directly from DS with this envelope.

01:32: You can hide those filters off on the sidebar and reappear.

01:36: You can zoom in zoom out, and of course, do a toggle search.

01:39: Each report itself will have different data points and information that's available.

01:44: However, all of the reports themselves are available to you within this

01:48: table and can be clicked on to apply your filters.

01:52: If you have any questions about the deal is reports, please contact your daily support team.

01:55: Thank you.