Content Comparison

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Retrieve a Report Based on Filters

Filter	Description
Date	Defines the time period of the report Always defaults to the current date when first opened
Branch	Is the listing of branch names of associate leads Always defaults to My Branch when first opened
Buyer/ Seller	Buyer agent is someone who is actively helping his commissioner look for a home Seller agent is the agent who is selling the property/mortgage Always defaults to All when first opened
Campaign	Displays information pertaining to the selected campaign Always defaults to All when first opened

Info
Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

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Additional columns can be added to the report.
Column totals are listed at the bottom of the report.
The Totals row contains the aggregated data of the respective columns.
The columns can be ordered in ascending or descending order by clicking on the column header or selecting it in the column dropdown.
Additionally, columns can be reordered by dragging the column header
More statuses can be added/removed. The statuses displayed are configured according to each organization.
Column totals are listed at the bottom of the report.
The Totals row contains the aggregated data of the respective columns.

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Column Name	Description
RE Agent Name	Name of the real estate agent selected from the drop-down list of Agents that have been added to the Partner Registration Reference: Creating a partner in a Web Application or Mobile Application as a Buyer \| Seller Agent
RE Agent Branch	Name of the real estate agent branchThe branch is set when Creating a Partner through Partner Registration This field can help you track Agents in the same company across branches.
RE Agent Company	Name of the real estate agent company
Primary Agent Name	Current primary agent of the application
Total Leads	Total amount of leads provided by the real estate agent Click on the number to open up the Lead Details
Conversion Rate	Percentage of leads that get to processing
Application	The lead is one of the application statuses Click on the number to open up the Lead Details
Funded	The lead resulted in a funded loan Click on the number to open up the Lead Details

Info
See Creating a Partner: Web Application or Mobile Application this will show you the fields associated to your Partners.

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Leads Details

Clicking on any of the counts will display the Leads Details popup. See the Leads Details article for more details.

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