Reports

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Valerie Ayala

Requester

Hello,

The reports needs to be user friendly with proper data, there should be an option to select what information should be included. 1. I cannot pull cancelled report and when I use the Master Data report there is not slot to pick ups the date of the canceled file. 2. when I pull my pending report and there was a transaction that canceled i was not able to see a file that went pending, it will not pick up a file the was accepted and canceled in the same month. Brokers use this to track numbers.

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10 Comments

SkySlope Support posted about 1 month ago Admin

Created By Rosey Hudson

Requester

Would like to see a report for Firm deals, not just Pending (which includes both firm deals and those not yet firm which may not actually materialize).

It would also be helpful to have a category that indicate if our company has the Selling Agent or Listing Agent so we can sort appropriately.

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SkySlope Support posted about 1 month ago Admin

Created By Kimberly Sut

Requester

The reports are NOT user Friendly.

The master data report needs to have better named headers.

The closed client report needs to have the email and phone numbers for the closed clients.

Reports should be made by drop downs that we can select the data we want see trying to delete and filter that report is terrible for as much money we pay to be able to pull our reports.

This is an urgent update that needs to be made.

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SkySlope Support posted about 1 month ago Admin

Created By Erin Van Curen

Requester

Hi Charleigh

Thank you for the reply.

Right now, the only reports available are Listing, Pending, Closed, and Master. It would be extremely helpful to have the ability to pull a full report on a single agent to include all of his/her listings, pending, and closed transaction files. Searching for only rental files, or only transactions within a certain price point.

There isn't any one criteria that I typically remove as it is different each time depending on the date we are looking for. Top priority though I think would be customizing by pulling one agent's files and then separating sales from rentals.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Erin,

Charleigh from the Product team here at SkySlope. Thank you for reaching out with this feedback! Couple of questions for you -

What fields should be customizable?
Which do you typically remove?
Which would you like to see added?

Looking forward to your reply! Thanks again!

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SkySlope Support posted about 1 month ago Admin

Created By Erin Van Curen

Requester

I agree. Having just a Master Data Report makes it very difficult to pull specific data on either a specific agent, type of transaction or other fields that are otherwise sortable in other sections of skyslope. Instead, we have to pull a master report, delete the columns of the excel sheet it provides, and the resort the data. This is not only time consuming but also does not always provide us the information we need. I would pull data reports far more often if the feature were more versatile and had even some defining criteria to choose from.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Valerie and Raquel,

Thank you for providing the extra context, I've recorded these responses and will pass them on to our Product Manager!

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SkySlope Support posted about 1 month ago Admin

Created By Raquel Vargas

Requester

Being able to pull reports with specific criteria would be great

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

Some reports are pulled weekly for company pipeline review and some are monthly for overall numbers the broker likes to monitor.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Valerie!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! How often are you needing to pull reports with this information?

I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

Id also like to add the transactions information is a little excessive and should be part of a filter to select if we want it included or not.

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