Reports of activity by agent

I need help with the same issues, creating an individual agent report, specially the year end report, any ideas tools with in Skyslope, any one can share.

Thanks

Hello, I agree on this and do see the bulk export report. However, as an admin, we would like to be able to pull a report for a broker individually at times while helping brokers or completing audits, etc. Is there a way to choose a broker, what type of file (Active, pending, etc), then run the report? 

Hi, Pam!

My name is Eugene and I'm a Product Manager at SkySlope.

We have updated the Bulk Export (which is the latest version of the Master Data Report). Agents can now access the Bulk Export viewing a summary of their files only.

We're excited to have you test this out. Please reach out to your customer success manager about upgrading to the new APIs. If you have any issues getting setup with this, please let me know.

Stay safe our there. We're in this together.

Eugene - Product Manager, Data and APIs

My company would also benefit from having an individual agent master data report. Are you able to upgrade my brokerage to the latest reports and be included in the beta? 

Thanks for your feedback, Jeffrey!

My name is Eugene and I'm a Product Manager at SkySlope.

We have this feature planned for the new Bulk Export (which is the latest version of the Master Data Report). I would love to make sure your brokerage is upgraded to the latest report so you can benefit from this change. We expect this to be available to test in 6 weeks. Would you like to be included in the beta?

Eugene - Product Manager, Data and APIs

Hi all - thanks for this forum. I'm hoping we can allow agents to run Master Data Reports on their own files. Any update if/where that might be in the development process?

We do quarterly leadership luncheon for the top producers. 

I agree details in a report that can be done by both with Listing Sold and Escrow Closed and date filter (so by month or by quarter, etc.)

This would make it easy to filter the results.

Also, production reports that the agents can pull themselves. They are constantly asking for what their production amount is (sales price) and amount of transactions/Listings.

I agree having this option would be extremely helpful 

I think the ability to have these sent automatically is a great idea. It is a time saver and offers those of us that oversee the process but are not in the system everyday an opportunity to stay on top of things without having to login and run the report manually. 

Hi Kesha! 

Kris here from the SkySlope User Experience team. Thanks for the additional context on your reporting needs. From what I understand you want smaller, more focused, reports that you can download more frequently. 

A few follow-up questions for you: 

• For the listings report are you referring to Active Listings? 
• Same for Transactions - are you only looking for Pending Transactions? 
• Just out of curiosity, would you be interested in these reports being generated and sent to you automatically via email at weekly (or whatever) basis? 

Thanks a bunch,

Kris - Lead User Experience Designer

I agree - this would be awesome.  The reports don't need to go in to as much detail as the master data report, but just the basics to provide to management on a weekly (or whatever) basis that shows:

Listings - Property Address, list price, commission, agent, expiration date

Transactions - Property Address, purchase price, commission, agent, expected COE date

There are actually many reasons to access this info, including audits (both by a regulatory body as well as internal use) and M&A conversations to name a few. 

Hi Carolyn and also Mark - Tyler Smith, CEO of SkySlope here. What are all the types of reports you would like to see? I have down agent productivity, however I bet there are more you would find helpful. 

Thanks Tyler - the agent productivity is primarily what I would be interested in.  We use that in quarterly reviews and end of year for awards/rewards. So, it takes a lot of time to compile from the master data report as it is now.

Having access to a report that shows overall active listings and pending transactions would be helpful too.  There is currently a Listing Report and Pending Report option, but I'm not sure what that is telling me.  It is probably just me not understanding how to use it.  The report never seems to match actual active listings or pending transactions.  So, I just start with the master data report to figure that out too.

I agree.  The reporting in Skyslope is a bit clunky.  I always have to pull a master data report and spend time manipulating the spreadsheet to find the information I need.  There should be an easier way to pull individual agent reports so that I can better help them keep on track for their personal goals throughout the year.  The iPad app pulls individual agent stats, but the online version doesn't seem to offer access to the same information?