The Broker Report Builder is a great way to create a customized report for your company or office. It will allow you the ability to completely customize your report based on many factors, such as loop status, review stages, and custom date filters.
The report builder can be accessed by anyone with an admin profile for their company.To navigate to the builder, first click on the DASHBOARD icon at the top of the page.
Once in the Dashboard section of your profile, you will see a link at the top that reads GO TO: REPORT BUILDER. Click on the REPORT BUILDER link displayed here.
You will now be presented with the Report Builder. Here, we can not only create new reports, but also access reports that we have previously ran. The top section will display all the parameters you can choose to narrow down your report, while the bottom section of the page labeled REPORTS will show all of your previous reports, which can be downloaded by clicking on the name of the report.
Creating a new report can be done right from the Report Builder page. Let's walk through creating a new report.
First, we will want to name our report. This name is completely up to you, but I will name my report My New Report.
Moving on, we can now select which loop statuses we will include in our report. Selecting none of the options here will function the same as selecting all of the choices, and include all loops, with every status. If you want to start clean, choose the CLEAR SELECTION option.
Next, we can narrow down the report based on specific review stages. This will work the same as the last section, allowing you to select specific review stages. Say you want to only see loops that have closed, this is the section to choose that specific review stage.
The last set of options for your report is the DATE FILTER. By default, and if no date type is selected, will base loops off their CREATION DATE. If you want to select another date type, click on the drop down and choose from OFFER DATE, CLOSING DATE, LISTING DATE, LISTING EXPIRATION DATE, or CREATION DATE.
In this example I have chosen to filter by CLOSING DATE. I can now select the start and end date for this filter. Once complete, you can also go further and click the ADD DATE FILTER to add additional date filtering!
Now that your report filters have been set, you can review them at the bottom where the text reads SHOW ME LOOPS WITH: to see the parameters you have set. Giving this a look to ensure all the information is correct, you can finish by clicking the CREATE REPORT button.
Once clicked, a yellow bar will appear at the top of the page, telling you that your report is now being created. Once you see this, you can continue working, and we will email you when your report is ready.
To confirm that your report is being made, at the bottom of the page, under the REPORTS section, you will see your report displaying with the status of RECEIVED.
Once ready, you will receive an email similar to the one below. Click on the REVIEW button to navigate to the report.
You will now see your report showing the status of COMPLETED. To download the report file, simply click on the name of the report.
You'll now be prompted with your browser's download option to save the document to your computer.
Once downloaded, the form will be a CSV file, which can be opened with your preferred spreadsheet software.
One thing to note though, if you have selected options for your report that return no loops matching the criteria, you will receive a notification email letting you know that we could not find any loops matching those options.
- All reports created can be accessed at the bottom of the Report Builder page.
- The date filter for any report can only be set to a year at maximum.
- If no date filter option is selected, then the date range will be by Created Date by default.
- Once a report is created, you can leave the page and it will continue to be created, even if you close your browser. We will email you when it is complete.