The Agent Production Detail report is a great way to gain some insight into the closed sales production for an agent, office or organization over a specific period of time. You can run this report for yourself (or your own office/firm) or for another SmartMLS agent/office/firm.
Go to the Reports menu and select Agent Production Detail:
The search screen is pretty basic, but it provides all the fields you need to quickly access the relevant information:
The Report Type field is where you define the subject of the report (are you running it for yourself, your office or firm, or for another agent/office/firm?).
- The top 3 radio buttons allow you to choose yourself, your office or your entire organization.
- If you're running this report for another agent, office or organization, use the second set of radio buttons. Use the Lookup feature to the right of each field to search for the ID(s) of the agent/office/firm.
- Use the All radio button if you would like to run the report for all MLS users rather than a specific subset.
- The report defaults to show the top 50 producers, but that can be changed to 100, 250 or 500 if desired.
The Group By drop-down menu allows you to determine how the report will be grouped: Agent, Team, Office or Firm.
The Date Range field defaults to 2 years back from the current date. Use the calendar fields to set any date range you'd like.
After entering any other pertinent search criteria (property type, city, etc.), click Generate Report.
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