AFrame provides two different types of reports for your account: Summary and transaction reports. Summary reports for the account's users to include Year-To-Date (YTD) reports and sold reports. Transaction reports provide information on the specific transaction. In this article, we will breakdown what is included in each report and provide an example pdf of the report attached at the bottom of the article

User Summary Reports

The user summary reports can be found located under the analytics area. You can find an example of the following reports attached to this article.



  • Year-To-Date (YTD) Summary

The summary report will display the goal tracking and breakdown of each status to include: amount, sides, volume, gross commissions, and expenses. To generate a summary report, you need to choose the user (standard user or managed agent), select the report period, and specify the property types to be included in the report.


  • Sold Summary

The report will provide a detailed breakdown of all sold transactions by property type, property source, and commission summaries. To generate a summary report, you need to choose the user (standard user or managed agent), select the report period, and specify the property types to be included in the report.



Application Link: Analytics > Summary Reports

Transaction Reports

The transaction reports can be found under each transaction with the printer button. You can find an example of the following reports attached to this article.



  • Transaction Detail

Includes:

  • Full Property Information 
  • Full Contract Information
  • Commission Breakdown (optional)
  • Transaction Dates
  • Participant Information


  • Transaction Summary

Includes:

  • Transaction Status, Price, Side, and Payout
  • Commission Breakdown (optional)
  • Transaction Dates
  • Summary


  • Transaction Activities

Report with all transaction activities listed from the activity tab.


  • Transaction Tasks

Report with all transaction tasks listed from the task tab.


  • Transaction Participants

Report with all participants from the participant tab.


  • Transaction Map

Includes a Google map picture of the transaction address.


  • Transaction Listing Summary

You can customize the PDF of your listing information under your Email Templates.


  • Transaction Closing Summary

You can customize the PDF of your Closing information under your Email Templates.


Check out our video on the custom listing and closing summary reports Here!