Reports
Closed Transactions Report
The Closed Transactions Report provides a detailed overview of all completed transactions, organized by transaction type, with comprehensive financial information including sale prices and commissions.
Overview
The Closed Transactions Report displays a comprehensive list of all completed transactions within a specified date range, organized by transaction type, with detailed financial information and subtotals for each category.
Key Benefits:
Key Features
Date Range Selection
Filter transactions by start and end dates
Export Options
Download reports in PDF or CSV format
Transaction Details
View sale prices, commissions, and close dates
Financial Summaries
See subtotals by type and overall totals
How to Use the Closed Transactions Report
Navigate to the Reports section and select "Closed Transactions"
Set your desired start and end dates using the date pickers
Review transactions grouped by type with their respective subtotals
Check the total amounts at the bottom of the report
Use the "Download PDF" or "Download CSV" buttons to export the report
Tips for Using the Closed Transactions Report
Review monthly for financial tracking
Export quarterly reports for tax purposes
Compare performance across transaction types
Track commission earnings by type
Need Help?
If you need assistance with the Closed Transactions Report or have questions about its features, please contact our support team.