Agent Reports in darwin Cloud

Agent Reports in darwin Cloud

Accessing Reports in darwin Cloud

  1. Click Reports
  2. Click All reports
  3. Choose Category from the right panel of the screen
  4. The list of Reports available for the user to run will be shown
    • Double-click on the Report name to open

The list of available reports may grow as more reports are developed and added to report menu

 

Depending on the Report that the user is running, user will have the ability to choose a date range to view

  1. Choose predefined date from the drop-down list
  2. In the filter parameter section, choose any filters from the drop-down list
  3. Once filters and date range is selected, click preview to open the report

If user does not want to select one of the predefined date ranges, choose 1. custom then click in the field to use the calendar to select 2. date from and 3. date from.

The report will open in a new browser.

  1. If there are multiple pages, navigate using the arrow left and right
  2. If user would like to print the report, click on the printer icon
  3. If user would like to export the report, click on the disk icon and choose Excel

    • Related Articles

    • Running Reports in darwin Cloud

      darwin Cloud Reports: custom filter, custom column, custom group by All of the reports in darwin Cloud allow filters to see only the date range and data that matter to the user. Filter by any transaction date or accounting date. Reports show default ...

    • Agent Reports and their definitions

      There are number of reports user may see when you log into darwin Cloud. The following is a list of common agent reports that may be found and what user should expect to see when running a report. Basic Listing Report: List of your current Active ...

    • Reports Summary

      In-depth, flexible, customizable and "save-able" reports are at the core of darwin Cloud. Our new software appears to have fewer reports than previous AccountTECH products - but simple preference settings create infinite report variations. All of the ...

    • Reports Overview

      Reports in darwin Cloud are flexible, customizable and "saveable" in a way unlike any Real Estate management software has ever offered. Our newest software has fewer reports than our current AccountTECH software - yet limitless report possibilities. ...

    • Closing a Transaction in darwin Cloud

      All transactions will be closed/Posted in darwin Cloud. If you are an Anywhere Real Estate Inc. franchisee, the closed transaction will be submitted immediately to dash when Posted. ePay will be updated shortly thereafter. The three critical topics ...