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How to Generate an Office Monthly Production Breakdown Report
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Navigate to Brokerage Engine.
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Click "Reports"
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Click "Management"
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Click "Office Monthly Production Breakdowns"
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The report will then populate.
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The report includes bonuses, other income transactions, and terminated agents in the data.
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Click "Report Options"
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Click the checkbox to include Pending Transactions to the numbers for graphs and tables.
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Click "Submit"
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Click on the "Download PDF" button to obtain the report in a printable format.
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Click "Sales Volume" from the dropdown menu to base the numbers on the Sales Volume.
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Click "GCI" from the dropdown menu to base the numbers on Gross Commission Income.
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The report also includes tables that break down production by office in addition to the main graph. Additionally, the data is divided into written, closed, canceled, and pending (if chosen) transaction categories.
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Click "Copy" to copy the tables to your clipboard,
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Click "CSV" to download the table section of the report into a CSV file.
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Please keep in mind that the following factors impact the data:
Contract Date Change
Side Change
Office Change
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