It would be helpful to pull a report by agent. Would like to see projected income and what they've closed on without having to print a MASTER REPORT and deleting everything I don't need. Time is of the essence.
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SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hello Mandy!
Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, are you currently pulling the master report and then deleting all rows not related to the agent in question? Or using Excel filters to find a specified agent? Also, in addition to projected income and closed transactions, are there any other columns/information that you would find helpful?
Created By Mandy Kolkman
RequesterIt would be helpful to pull a report by agent. Would like to see projected income and what they've closed on without having to print a MASTER REPORT and deleting everything I don't need. Time is of the essence.
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1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHello Mandy!
Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, are you currently pulling the master report and then deleting all rows not related to the agent in question? Or using Excel filters to find a specified agent? Also, in addition to projected income and closed transactions, are there any other columns/information that you would find helpful?
Looking forward to hearing from you soon!
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