The CTS Web Reports widget allows users to run reports related to the ‘Commission Tracking System’ module. This document covers the CTS Web Reports which can be run for/by executives, administrative staff, or for corporate reporting.

Reports

Accrual Detail Report [SSRS]

This report contains a breakdown of Deal related (i.e. Invoice or Payment) accounting activity for a specific accounting period. You can also use it to view the entire history of accounting activity on an invoice or deal. It contains Customer, Invoice, Payment, and Deal details for every accounting action (Billing, Adjustment, Payment or Void). Each row represents the full billing, adjustment, payment or reversal amount for an Invoice or Payment. When grouped, subtotals are summarized at the bottom of each group.

Report Fields:

• Action Type - Indicates which accounting process is reflected in a given row. Options:

  • Invoice Adjustment - When an invoice is adjusted: A reversal of the Invoice in its current state or the accrual of the adjusted Invoice.

  • Invoice - When an Invoice is created / billed: The accrual of the new Invoice.

  • Invoice Void - When an Invoice is voided: A reversal of the Invoice in its current state.

  • Payment - When a payment is applied: The cash receipt details.

  • Payment Void - When a payment is voided: A reversal of the original cash receipt details.

• Action Type Detail - A more specific indication of which accounting process is reflected in a given row. Options:

  • Invoice Adjustment Recreation - When an invoice is adjusted: The accrual of the adjusted Invoice.

  • Invoice Adjustment Reversal - When an invoice is adjusted: A reversal of the Invoice in its current state.

  • Invoice - When an Invoice is created / billed: The accrual of the new Invoice.

  • Invoice Void - When an Invoice is voided: A reversal of the Invoice in its current state.

  • Payment - When a payment is applied: The cash receipt details.

  • Payment Void - When a payment is voided: A reversal of the original cash receipt details.

• Accrual Date - The key accounting date for each process. Based on the Action Type Detail:

  • Invoice Adjustment Recreation - Invoice Adjustment Date or (if enabled) Adjustment Accrual Date

  • Invoice Adjustment Reversal - Invoice Adjustment Date or (if enabled) Adjustment Accrual Date

  • Invoice - Invoice Date or (if enabled) Invoice Accrual Date

  • Invoice Void - Invoice Void Date or (if enabled) Invoice Void Accrual Date

  • Payment - Payment Date

  • Payment Void - Payment Void Date

• Amount - The Accrual Amount for this Invoice / Payment on this accounting action. Based on the Action Type Detail:

  • Invoice Adjustment Recreation - The adjusted Invoice amount billed to this Customer.

  • Invoice Adjustment Reversal - A reversal of the current Invoice amount.

  • Invoice - The Invoice amount billed to this Customer.

  • Invoice Void - A reversal of the current Invoice amount.

  • Payment - The Payment amount received from this Customer.

  • Payment Void Allocation - A reversal of the original Payment amount.

• Customer Name - The Customer Name on the Customer form.

• Customer Type - The Customer Type field on the Customer form.

• Customer Account Number - The Account Number field on the Customer form.

• Invoice Number - The Invoice # from the Create Invoice form. May reflect a custom Invoice number or may be identical to the System ID of the Invoice.

• Invoice Date - The billing date for this Invoice. Specifically, the Invoice Date on the Create Invoice form.

• Invoice Due Date - The date the Invoice is due. Specifically, the Due Date on the Invoices tab of the Closed Deal.

• Receivable - Indicates whether the Invoice is flagged as receivable, or is pending a specific event before it can be considered receivable. Specifically, the Receivable vs Due Upon Event indicator on the Invoices tab of the Closed Deal.

• Payment Method - The Method on the Payment Application form

• Payment Ref Number - The Reference # on the Payment Application form

• Payment Net Adjustment Type - The Type on the Net Adjustments form

• Deposit Date - The Deposit Date on the Payment Application form

• Void/Adjustment Type - Depending on the Action Type: The Void Type on the Void Payment or Void Invoice forms, or the Adjustment Type on the Adjust Invoice form.

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Name - The Deal Name on the Deal Settings form

• Client Company - The name of the Company which is designated as the Client on the Deal Contacts form

• Deal Type - The Deal Type on the Deal Settings form

• Deal Location - The Location on the Deal Settings form (vs. the Contact’s Primary Location)

• Deal Business Line - The Business Line on the Deal Settings form (vs. the Contact’s Primary Business Line)

• Deal Division - The Division on the Deal Settings form (vs. the Contact’s Primary Division)

• Comments - The descriptive comments associated with each accounting process. Based on the Action Type Detail:

  • Invoice Adjustment Recreation - The Adjustment Comments on the Adjust Invoice form

  • Invoice Adjustment Reversal - The Adjustment Comments on the Adjust Invoice form

  • Invoice - The Fee Details on the Invoices form

  • Invoice Void - The Void Comments on the Void Invoice form

  • Payment - The Memo on the Apply Payment / Fee Application form

  • Payment Void - The Void Comments on the Void Payment form

• Trans ID - The System ID of this Deal

• Accrual ID - The System ID for this specific Accrual record

• Accrual Created Date - The date this accounting action was entered into the system

• Confirmation Date - The date this Accrual record was confirmed via the Accrual Export widget

• Confirmed By - The person who confirmed this Accrual record via the Accrual Export widget

Report Filters:

• Accrual Date - Date range. Defaults to the first & last day of the current fiscal year.

• Accrual Created Date - Date range. Refers to the date the Invoice or Payment action was entered into the system.

• Action Type(s) - No selection, single selection, multiple selections.

• Deal ID(s) - Text entry. Enter one or more Internal or System Deal IDs, separated by a comma.

• Exact Matches Only - Checkbox. When checked, the report will only return those exact Deal IDs, not all Deals containing any part of those Deal IDs.

• Invoice Number(s) - Text entry. Enter one or more Invoice Numbers, separated by a comma.

• Customer Name - Text entry. Filters the report for Customer Names that begin with this entry. If you want to filter for Customer Names that contain this entry, add a % in front of your text.

• Deal Office Location(s) - No selection, single selection, multiple selections. Refers to the Location on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line on the Deal Settings form.

Group By Options (up to 3):

• Accrual Month

• Action Type

• Invoice Number

• Invoice ID

• Deal ID

• Deal Location

• Deal Business Line

• Deal Division

Click to go back to the list of reports.

Accrual Variance Report [SSRS]

A summary of all accounting (Invoice & Payment) activity for a given date range by Invoice Number. Totals are calculated for gross and net allocations / distributions and include the Net to Firm estimates / distributions as well as Adjusted Net Payment amounts.

Report Fields:

• Invoice Number - The Invoice # from the Create Invoice form. May reflect a custom Invoice number or may be identical to the System ID of the Invoice.

• Invoice Allocation - The total of all proportional gross commission allocations for all Invoice activities (Billing, Adjustments and Voids) during the indicated time frame. Effectively, the total Invoice / Adjustment / Void amount for this Invoice Number.

• Invoice Commission Expense - The total of all estimated net commission amounts for all Invoice activities (Billing, Adjustments and Voids) during the indicated time frame. Specifically, the total of: 100% of the gross amount allocated to Outside Vendors or House Accounts, or a calculated net amount for In-House Vendors or Staff Vendors, based on their current Split Plan and YTD Gross Commission.

• Invoice Net to Firm Allocation - The total estimated amount allocated to the firm for all Invoice activities (Billing, Adjustments and Voids) during the indicated time frame. Specifically, the difference between the Invoice Allocation total and the Invoice Commission Expense total for this Invoice Number.

• Payment Gross Allocation - The total of all gross commission distributions for all Payment activities (Payments and Voids) during this time frame. Effectively, the total Payment / Void amount for this Invoice Number.

• Payment Net Allocation - The total of all net commission distributions for all Payment activities (Payments and Voids) during the indicated time frame. Specifically, the total of: 100% of the gross amount allocated to Outside Vendors or House Accounts, or a calculated net amount for In-House Vendors or Staff Vendors, based on their current Split Plan and YTD Gross Commission.

• Payment Net Adjustment - Payment Net Adjustment - The total of all Net Adjustment/Expense distributions for all Payment activities (Payments and Voids) during this time frame. (Since each Net Adjustment consists of a negative amount from one account and a positive of the same amount to another account, they will always add up to $0.00 for the same Invoice Number.) 🚩

• Adjusted Payment Net - The total of all adjusted net commission distributions for all Payment activities (Payments and Voids) during the indicated time frame. Specifically, the Payment Net Allocation plus the Payment Net Adjustment for this Invoice Number. 🚩

• Payment Net to Firm - The total net amount distributed to the firm for all Payment activities (Payments and Voids). Specifically, the Payment Gross Allocation minus the Payment Net Allocation plus the Payment Net Adjustment for this Invoice Number.

Report Filters:

• Accrual Date(s) - Date range. Defaults to the previous 7 days.

• Deal ID(s) - Text entry. Enter one or more Internal or System Deal IDs, separated by a comma.

• Invoice Number(s) - Text entry. Enter one or more Invoice Numbers, separated by a comma.

• Customer Name - Text entry. Filters the report for Customer Names that begin with this entry. If you want to filter for Customer Names that contain this entry, add a % in front of your text.

• Contact(s) - No selection, single selection, multiple selections. Lists internal Contacts whose Deals you are allowed to see.

• Deal Office Location - No selection, single selection, multiple selections. Refers to the Location on the Deal Settings form.

• Deal Business Line - No selection, single selection, multiple selections. Refers to the Business Line on the Deal Settings form.

Group By Options (up to 3):

• Accrual Month

• Deal ID

• Invoice ID

• Deal Location

• Deal Business Line

• Deal Type

• Deal Division

• Customer Name

• Deal Name

Click to go back to the list of reports.

Accruals Report [SSRS]

An accounting report with pertinent details for all Invoice and Payment related actions. Each row represents a specific action and the associated amount. When grouped, subtotals are summarized at the top of each group.

Report Fields:

• The first 2 columns display your selected Group By fields

• Invoice Number - The Invoice # from the Create Invoice form. May reflect a custom Invoice number or may be identical to the System ID of the Invoice.

• Accounting Action Type - Indicates exactly which accounting process is reflected in a given row and associated sub rows. Options:

  • Invoice Adjustment Recreation - When an invoice is adjusted: The accrual of the adjusted Invoice.

  • Invoice Adjustment Reversal - When an invoice is adjusted: A reversal of the Invoice in its current state.

  • Invoice - When an Invoice is created / billed: The accrual of the new Invoice.

  • Invoice Void - When an Invoice is voided: A reversal of the Invoice in its current state.

  • Payment - When a payment is applied: The cash receipt details.

  • Payment Void - When a payment is voided: A reversal of the original cash receipt details.

• Accrual Date - The key accounting date for each process. Based on the Accounting Action Type:

  • Invoice Adjustment - Invoice Adjustment Date or (if enabled) Adjustment Accrual Date

  • Invoice - Invoice Date or (if enabled) Invoice Accrual Date

  • Invoice Void - Invoice Void Date or (if enabled) Invoice Void Accrual Date

  • Payment - Payment Date

  • Payment Void - Payment Void Date

• Invoice Accrual - The amount billed or reversed for this Invoice. Based on the Accounting Action Type:

  • Invoice - The amount billed on creation of the Invoice

  • Invoice Adjustment (negative amount) - A reversal of the current Invoice amount at the moment it is adjusted

  • Invoice Adjustment (positive amount) - The adjusted Invoice amount

  • Invoice Void - A reversal of the current Invoice amount at the moment it is voided

• Payment Amount - The actual Payment or reversal amount applied to this Invoice. Based on the Accounting Action Type:

  • Payment - The Payment Amount received from the Customer and applied to this Invoice

  • Payment Void - A reversal of the original amount applied to this Invoice

• Invoice Date - The billing date for this Invoice. Specifically, the Invoice Date on the Create Invoice form.

• Due Date - The date the Invoice is due. Specifically, the Due Date on the Invoices tab of the Closed Deal.

• Receivable - Indicates whether the Invoice is currently receivable, or is pending a specific event before it can be considered receivable. Specifically, the Receivable vs Due Upon Event indicator on the Invoices tab of the Closed Deal. 🚩 Should not display in rows with sub-totals.

• Customer Name - The Customer Name on the Customer form.

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal. 🚩 Currently just TransID?

• Deal Name - The Deal Name on the Deal Settings form

• Deal Type - The Deal Type on the Deal Settings form

• Deal Location - The Location on the Deal Settings form (vs. the Contact’s Primary Location)

• Deal Business Line - The Business Line on the Deal Settings form (vs. the Contact’s Primary Business Line)

• Deal Division - The Division on the Deal Settings form (vs. the Contact’s Primary Division)

• Payment Method - The Method on the Payment Application form

• Payment Ref Number - The Reference # on the Payment Application form

• Payment Net Adjustment Type - The Type on the Net Adjustments form 🚩 Remove - not applicable

• Trans ID - The System ID for the Deal

• Invoice ID - The System ID for this Invoice

• Accrual ID - The System ID for this specific Accrual record

Report Filters:

• Accrual Date - Date range. Defaults to the first & last day of the current fiscal year.

• Deal ID(s) - Text entry. Enter one or more Internal or System Deal IDs, separated by a comma.

• Invoice Number(s) - Text entry. Enter one or more Invoice Numbers, separated by a comma.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Division(s) - No selection, single selection, multiple selections. Refers to the Division field on the Deal Settings form.

Display Options:

• Show Details - Click here for more details about this setting

• Do Not Repeat Deal Data - Click here for more details about this setting

Group By Options (up to 2):

Defaults to Deal Location and Invoice Number

• Accrual Month

• Deal Business Line

• Deal Division

• Deal ID

• Deal Location

• Deal Type

• Invoice ID

• Invoice Number

Needs to sort (within each group) by Accrual Date, Accrual ID 🚩

Click to go back to the list of reports.

Accounting Broker YTD & Splits

View some Split Plan details for internal Brokers, as well as their current Split Percent and the total Gross Commission credited to the Broker for the year (as of the selected date).

Report Fields:

• Broker Name - The broker’s Last Name, First Name

• Split Plan Name - The Split Plan Name on the HR Split Information form

• Individual Split Plan to Date Gross Commission - The total Gross Commission amount earned for this Split Plan, even if that amount encompasses more than 1 year

• Individual Split Plan Percentage - The current anticipated Split % based on the total Gross Commission amount earned for just this Split Plan

• Start Date - The Start (date) on the HR Split Information form, i.e. when the Split Plan comes into effect.

• End Date - The End (date) on the HR Split Information form, i.e. the last day the Split Plan is in effect.

• Split Plan Type - The “Calculate YTD Production and Net Split Amounts” on the HR Split Information form. Indicates whether Net Commission amounts are calculated the moment the deal is booked (i.e. the Fee Splits / Split Worksheet form is saved) or when a Payment is entered.

• YTD Gross Commission (All Split Plans) - The total Gross Commission amount earned across all Split Plans for the current year

• Split Plan Percentage (All Split Plans) - The current anticipated Split % based on the total Gross Commission amount earned across all Split Plans for the current year. If there is currently more than one valid Split Plan, the calculation will refer to the Split Thresholds of the default Split Plan.

Report Filters:

• As Of Date - Required. Date (mm/dd/yyyy). Defaults to today’s date. Determines when the 12-month breakdown begins, and which Invoice adjustments or payments to include when calculating certain amounts. Click here for more information.

• Split Plan Start Date - Date range (mm/dd/yyyy). Filters the report for Split Plans with a Start Date that falls within the indicated date range.

• Split Plan End Date - Date range (mm/dd/yyyy). Filters the report for Split Plans with an End Date that falls within the indicated date range.

• Broker Location - No selection, single selection, multiple selections. Refers to the Contact’s Primary Location.

• Broker Business Line - No selection, single selection, multiple selections. Refers to the Contact’s Primary Business Line.

• Broker Division(s) - No selection, single selection, multiple selections. Refers to the Contact’s Primary Division.

Group By Options (up to 2):

Defaults to Broker Location

• Broker Location

• Broker Business Line

• Broker Division

• Broker Name

• Split Plan Name

• Start Date (of the Split Plan)

• End Date (of the Split Plan)

Sort By Options (up to 2):

• Broker Name

• Split Plan Name

• Individual Split Plan Percentage

• Start Date

• End Date

• YTD Gross Commission (All Split Plans)

• Split Plan Percentage (All Split Plans)

Display Options:

• Display Criteria on Report

• Break Page After a Group

Click to go back to the list of reports.

Assignments

A general overview of Assignments you have permission to see that includes key contract dates and the current status. Each row represents one Assignment.

Report Fields:

• Assignment ID - The Internal ID from the Assignment Settings form, or the System ID if there is no Internal ID

• Network ID - The Network ID from the Assignment Settings form

• Assignment Name - The Assignment Name from the Assignment Settings form

• Assignment Type - The Assignment Type from the Assignment Settings form (e.g. Landlord Representation, Buyer Representation, etc.)

• Business Line - The Business Line stored on the Assignment Settings form

• Location - The Location stored on the Assignment Settings form

• Building(s) SF - The total of all Building SF from the Property Details form for the Properties that are linked to that specific Assignment

• Contract Date - The Contract Date from the Assignment Settings form

• Expiration Date - The Expiration Date from the Assignment Settings form

• Brokers - The names of any internal Contacts who are on the Assignment Contacts form with a Role of Listing Broker or Procuring Broker

• Status - The Status from the Assignment Settings form

Report Filters:

• Contract Date - Minimum date, maximum date, or range of dates. Defaults to the first through last day of the current year.

• Expiration Date - Minimum date, maximum date, or range of dates

• System/Created Date - Minimum date, maximum date, or range of dates. Refers to the date the Assignment was entered into the system.

• Location(s) - No selection, single selection, multiple selections

• Business Line(s) - No selection, single selection, multiple selections

• Assignment Type(s) - No selection, single selection, multiple selections

• Status - No selection, single selection, multiple selections

Group By Options (up to 2):

• Broker (groups by individual broker)

• Assignment Type

• Business Line

• Location

• Contract Date

• Expiration Date

• Brokers (groups by broker teams)

• Status

Sort By Options (up to 2):

• Assignment ID

• Assignment Name

• Assignment Type

• Business Line

• Location

• Building(s) SF

• Contract Date

• Expiration Date

• Status

Display Options:

• Display Criteria on Report

• Break Page After a Group

Click to go back to the list of reports.

Assignments w/Contact Info

A general overview of Assignments you have permission to see that includes contact information for the Client as well as key contract dates and the current status. Each row represents one Assignment.

Report Fields:

• Assignment ID - The Internal ID from the Assignment Settings form, or the System ID if there is no Internal ID

• Network ID - The Network ID from the Assignment Settings form

• Assignment Name - The Assignment Name from the Assignment Settings form

• Assignment Type - The Assignment Type from the Assignment Settings form (e.g. Landlord Representation, Buyer Representation, etc.)

• Business Line - The Business Line stored on the Assignment Settings form

• Location - The Location stored on the Assignment Settings form

• Building(s) SF - The total of all Building SF from the Property Details form for the Properties that are linked to that specific Assignment

• Contract Date - The Contract Date from the Assignment Settings form

• Expiration Date - The Expiration Date from the Assignment Settings form

• Contact - The Name, Company and Direct Phone number for the Contact flagged as the Client on the Assignment Contacts form

• Broker - The names of any internal Contacts who are on the Assignment Contacts form with a Role of Listing Broker or Procuring Broker 🚩Should be Brokers

• Status - The Status from the Assignment Settings form

Report Filters:

• Contract Date - Minimum date, maximum date, or range of dates. Defaults to the first through last day of the current year.

• Expiration Date - Minimum date, maximum date, or range of dates

• System/Created Date - Minimum date, maximum date, or range of dates. Refers to the date the Assignment was entered into the system.

• Location(s) - No selection, single selection, multiple selections

• Business Line(s) - No selection, single selection, multiple selections

• Assignment Type(s) - No selection, single selection, multiple selections

• Status - No selection, single selection, multiple selections

Group By Options (up to 2):

• Broker

• Assignment Type

• Business Line

• Location

• Contract Date

• Expiration Date

• Contact

• Broker 🚩Should be Brokers

• Status

Sort By Options (up to 2):

• Assignment ID

• Assignment Name

• Assignment Type

• Business Line

• Location

• Building(s) SF

• Contract Date

• Expiration Date

• Status

Display Options:

• Display Criteria on Report

• Break Page After a Group

Click to go back to the list of reports.

Broker Ranking - Deal Statistics

A list of internal Contacts whose deals you are allowed to see, with rank, deal counts, total consideration (i.e. total deal commissions or fees), total expected gross commission, and square footage/acreage for a specific time frame.

All statistics on this report are based on Deals with a Closed Date that falls within the selected time frame, for which this Contact has an Expected Gross Commission on the Deal’s Fee Splits (Split Worksheet) form. Default ranking is based on the Contact’s Expected Gross Commission.

Report Fields:

• Rank - Each Contact’s ranking on this report, based on the current sort order

• Broker - The Last Name, First Name of the Contact. Refers to Contacts who are associated with an In-House or Staff Vendor on a deal’s Fee Splits / Split Worksheet form.

• Broker Primary Location - The Contact’s Primary Location

• Broker Primary Division - The Contact’s Primary Division

• Primary Business Line - The Contact’s Primary Business Line

• No. of Deals - Total number of Deals with a Closed Date in the selected date range

• Total Consideration - Total Transaction Value from the Fee Calculation form associated with Deals with a Closed Date in the selected date range.

• Total Sq. Ft. - Total of Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Property Details form. This total includes all Space or Property Types except Land associated with Deals with a Closed Date in the selected date range.

• Expected Gross - Total of the Contact’s Expected Gross Commission from deals closed in the selected date range. Specifically, the total Expected Gross Commission amount allocated to this Contact on each deal’s Fee Splits / Split Worksheet form for deals with a Deal Closed Date in the selected date range.

• Acres - Total of Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. This includes only Land Spaces or Properties associated with Deals with a Closed Date in the selected date range.

Report Filters:

• Closed Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Deal Closed Date on the Deal Settings form.

• Broker Location(s) - No selection, single selection, multiple selections. Refers to the Contact’s Primary Location.

• Broker Division(s) - No selection, single selection, multiple selections. Refers to the Contact’s Primary Division.

• Broker(s) - No selection, single selection, multiple selections. Lists internal Contacts whose Deals you are allowed to see.

• Broker Consideration Totals - Numeric min/max range.

• Broker SF Totals - Numeric min/max range.

• Broker Deal Count Totals - Numeric min/max range.

• Primary Business Line - Ignore: duplicate filter 🚩

• HR Status - No selection, single selection, multiple selections. “Active” is the default selection. Refers to the Status field on the broker’s HR/Personnel Record form.

Group By Options (up to 2):

• HR Status

• Broker

• Broker Primary Location

• Broker Primary Division

• Primary Business Line

Sort By Options (up to 2):

• HR Status

• Broker

• Broker Primary Location

• Broker Primary Division

• Primary Business Line

• No. of Deals

• Total Consideration

• Total Sq. Ft.

• Expected Gross

• Acres

Display Options:

• Display Criteria on Report

• Break Page After a Group

Click to go back to the list of reports.

Broker Ranking - Payments Received [SSRS]

A list of internal Contacts whose deals you are allowed to see, with rank, commission totals from applied Payments, and other deal statistics.

All statistics on this report are based on Deals with at least one Payment Date that falls within the selected time frame, for which this Contact has been credited a Gross Commission amount on the Payment Application form. Default ranking is based on the Contact’s paid Gross Commission.

Report Fields:

• Rank - Each Contact’s ranking on this report, based on the current sort order

• Broker - The Last Name, First Name of the Contact. Refers to Contacts who are associated with an In-House or Staff Vendor on a deal’s Fee Splits / Split Worksheet form.

• Broker Primary Location - The Contact’s Primary Location

• Broker Primary Division - The Contact’s Primary Division

• Primary Business Line - The Contact’s Primary Business Line

• Annual Goal - The HR Goal amount for the current year from the broker’s Personnel (HR) record

• Broker Gross - Total Gross Commission/Fees credited to this Contact from Payments received in the selected date range

• Net to Broker - Total Net Commission/Fees distributed to this Contact from Payments received in the selected date range. Does not include Net Adjustment amounts.

• Total Consideration - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (Lease Rate per SF x SF leased x Lease Term).

• Total Sq. Ft. - Total of Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Property Details form. This total includes all Space or Property Types except Land associated with Deals which received a Payment in the selected date range.

• Count - Total number of Deals with a Payment Date in the selected date range.

• Acres - Total of Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. This includes only Land Spaces or Properties associated with Deals which received a Payment in the selected date range.

Report Filters:

• Payment Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Payment Date on the Payment Application form.

• Exclude Adjust - Yes/No. Defaults to “Yes”. Indicates whether or not to include voided Payments or Payment Voids in the calculations for the selected date range.

• Broker Location(s) - No selection, single selection, multiple selections. Refers to the Contact’s Primary Location.

• Broker Division(s) - No selection, single selection, multiple selections. Refers to the Contact’s Primary Division.

• Broker(s) - No selection, single selection, multiple selections. Lists of internal Contacts whose Deals you are allowed to see. Defaults to your name (i.e. the logged in user).

• Total Consideration Totals - Numeric min/max range.

• Total SF - Numeric min/max range.

• Count - Numeric min/max range.

• Broker Gross - Numeric min/max range.

• Broker Net - Numeric min/max range.

• Primary Business Line - No selection, single selection, multiple selections. Refers to the Contact’s Primary Business Line.

• HR Status - No selection, single selection, multiple selections. “Active” is the default selection. Refers to the Status field on the broker’s HR/Personnel Record form.

Group By Options (up to 2):

• HR Status

• Broker Division - Ignore: duplicate 🚩

• Broker

• Broker Primary Location

• Broker Primary Division

• Primary Business Line

Sort By Options (up to 2):

• HR Status

• Broker

• Broker Primary Location

• Broker Primary Division

• Primary Business Line

• Broker Gross

• Net to Broker

• Total Consideration

• Total Sq. Ft.

• Count

• Acres

Click to go back to the list of reports.

Client Ranking Report - Deal Statistics [SSRS]

A list of Clients whose deals you are allowed to see 🚩, with rank, deal counts for a specific time frame, total consideration, square footage, and various company metrics.

All statistics on this report are based on Deals with a Closed Date that falls within the selected time frame, for which each Company as designated as the Client on the Deal Contacts form. Default ranking is based on the number of deals.

Report Fields:

• Rank - Each Client’s ranking on this report, based on the number of deals

• Client Company Name - The name of the Company which is designated as the Client on the Deal Contacts form

• No. of Deals - Total number of Deals with a Closed Date in the selected date range which have this Company designated as the Client

• Total Consideration - Total Transaction Value from the Fee Calculation form associated with Deals with a Closed Date in the selected date range which have this Company designated as the Client.

• Total Sq. Ft. - Total of Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Property Details form. This total includes all Space or Property Types except Land associated with Deals with a Closed Date in the selected date range which have this Company designated as the Client.

• Expected Gross - Total Transaction Value from the Fee Calculation form for all Deals with a Closed Date in the selected date range which have this Company designated as the Client.

• Client Company Revenue - The Company Revenue on the Company form

• # Employees - The Number of Employees on the Company form

• # Locations - The Number of Offices on the Company form

Report Filters:

• Closed Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Deal Closed Date on the Deal Settings form.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

Display Options:

• Include Customer Revenue, # Locations & # Employees (from Client Company Record) - Unchecked by default. Indicates whether these metrics should display on the report.

• Display Criteria on Report

• Break Page After a Group

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Client Ranking Report - Payments Received

A list of Clients whose deals you are allowed to see 🚩, with rank, total paid and other financial metrics, as well as deal and payment counts for a specific time frame.

All statistics on this report are based on Deals with a Payment Date that falls within the selected time frame, for which each Company as designated as the Client on the Deal Contacts form. Default ranking is based on the total amount paid.

Report Fields:

• Rank - Each Client’s ranking on this report, based on the current sort order

• Client Company Name - The name of the Company which is designated as the Client on the Deal Contacts form.

• Total Paid - Total of all Payment Amounts from the Payment Application form on Deals with a Payment Date in the selected date range which have this Company designated as the Client.

• In-House Gross - The total gross commission/fee amount allocated to internal parties on Deals with a Payment Date in the selected date range which have this Company designated as the Client. Specifically, the total Expected Gross for Contacts listed on the Fee Splits / Split Worksheet form with an In-House or Staff Vendor record or for House Accounts.

• Total Consideration - Total Transaction Value from the Fee Calculation form on Deals with a Payment Date in the selected date range which have this Company designated as the Client.

• Total Sq. Ft. - Total of Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Property Details form. This total includes all Space or Property Types except Land on Deals with a Payment Date in the selected date range which have this Company designated as the Client.

• No. of Deals - Total number of Deals with a Payment Date in the selected date range which have this Company designated as the Client.

• No. of Payments - Total number of Payments with a Payment Date in the selected date range which have this Company designated as the Client.

Report Filters:

• Payment Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Payment Date on the Payment Application form.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

Sort By Options (up to 2):

• Client Company Name

• Total Paid

• In-House Gross

• Total Consideration

• Total Sq. Ft.

• No. of Deals

• No. of Payments

Display Options:

• Display Criteria on Report

• Break Page After a Group

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Client Relationships Report [SSRS]

A list of internal Contacts and their Closed Deals. This report displays some key Deal and Property information and includes active and Closed Deals.

If there are multiple brokers associated with a particular Deal, you will see that Deal listed more than once - each time with a different broker’s name.

Report Fields:

• Contact - The First and Last Name of the broker. Refers to internal Contacts with a role of Listing Broker or Procuring Broker, or designated as the Primary Salesperson on the Deal Contacts form. 🚩 Duplication?

• Deal Location - The Location from the Deal Settings form

• Business Line - The Business Line from the Deal Settings form

• Deal Closed Date - The Deal Closed date from the Deal Settings form

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Name - The Deal Name from the Deal Settings form

• Property Name - The Property Name from the Lease/Sale/Deal Location form

• Property Address - The Property Address from the Lease/Sale/Deal Location form

Report Filters:

• Client Company Name - Text entry. Use the % as a wildcard symbol. Refers to the name of the Company flagged as the Client on the Deal Contacts form.

• Deal/Property (searches Deal Name, Property Name, Property Address) - Text entry. Use % as a wildcard symbol.

Group By Options (up to 2):

Defaults to Client

• Client 🚩 (all under a single group for the internal Company)

• Contact

• Location

• Business Line

• Deal Closed Date

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Commissions Report - Payments Received [SSRS]

Lists individual Payments received (i.e. cash flow) with Outside vs In-House Gross amounts and total Net amounts for Brokers vs for the firm. This report includes key details of the Payment, Deal, and Property. When grouped, subtotals are summarized at the bottom of each group.

Report Fields:

• Confidential - The Confidential checkbox from the Deal Settings or Lease/Sale Details forms. When a Deal is identified as Confidential, it is excluded from Comp search results unless Confidential Deals are specifically included.

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Type - The Deal Type on the Deal Settings form

• Deal Business Line - The Business Line on the Deal Settings form

• Seller/Lessor - The first Contact or Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Buyer/Lessee - The first Contact or Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Property Address - The Property Address from the Lease/Sale/Deal Location form

• Brokers - The name(s) of any internal brokers who are allocated a share of the deal commissions/fees.
  Specifically, the names of Contacts listed on the Fee Splits / Split Worksheet form with an In-House Vendor record.

• Outside Brokers - The name(s) of any outside brokers who are allocated a share of the deal commissions/fees.
  Specifically, the names of Contacts or Companies listed on the Fee Splits / Split Worksheet form with an Outside Vendor record.

• Side Represented - The Side Represented field on the Deal Settings form

• SF - Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form.

• Transaction Value - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (dollar amount x SF leased x term).

• Total Commission - Total Fees (Gross Commission) for the Deal from the Fee Calculation form.

• Date Paid - The Payment Date on the Payment Application form

• Payment Created Date - The date the Payment was actually entered in the system

• Commissions Paid - The total Payment Amount before distribution

• % of Total - This Payment’s portion of the Deal’s Total Commission.
  Specifically, the percentage of Commissions Paid amount over the Total Commission amount.

• Outside Comm. - The total commission/fee amount for any outside brokers who received a share of the payment amount.
  Specifically, the Actual Gross for Contacts listed on the Fee Splits / Split Worksheet form with an Outside Vendor record.

• In-House Gross - The total gross commission/fee amount distributed to internal parties on this Deal.
  Specifically, the Actual Gross distributed to Contacts listed on the Apply Payment / Fee Application form with an In-House or Staff Vendor record, or to House Accounts.

• Net to Company - The net commission amount earned by the firm.
  Specifically, In-House Gross minus Net to Broker.

• Net to Broker - The total net commission amount distributed to internal parties on this Deal.
  Specifically, the calculated or Fixed Net Split $ distributed to Contacts listed on the Apply Payment / Fee Application form with an In-House or Staff Vendor record.

• Split % - The firm’s net split percent for this Payment.
  Specifically, the percentage of Net to Company over the In-House Gross amount.

Report Filters:

• Payment Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Payment Date on the Payment Application form.

• First Payment Only - Checkbox. Defaults to unchecked. When checked, only the very first Payment on the Deal will be included on the report, provided it falls within the Payment Date filter range. If there are other Payments on the Deal that fall within the Payment Date filter range but they are not the first Payment on the Deal, they will not display on the report.

• Show Voids - Checkbox. Defaults to unchecked. Indicates whether or not to include voided Payments or Payment Voids.

• Deal Name - Text entry. Use % as a wildcard symbol.

• Deal ID(s) - Text. Searches both the Internal Deal ID field on the Deal Settings form and the System ID for the Deal. Use a comma to separate multiple IDs (e.g. 5839, 3856a).

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

Display Options:

• Do Not Repeat Deal Data - Click here for more details about this setting

Group By Options (up to 2):

Defaults to Deal Location, then Deal Business Line

• Buyer/Lessee

• Deal Business Line

• Deal ID

• Deal Location

• Deal Name

• Deal Type

• Month - i.e. the Payment Date’s month

• Primary Salesperson - Refers to the name of the Contact flagged as the Primary Salesperson on the Deal Contacts form

• Quarter - i.e. the Payment Date’s quarter

• Seller/Lessor

• Side Represented

• Year - i.e. the Payment Date’s year

Click to go back to the list of reports.

Commissions Report - Payments Received - Basic [SSRS]

Lists individual Payments received (i.e. cash flow) with Outside vs In-House Gross amounts and total Net amounts for Brokers vs for the firm. This report includes key details of the Payment, Deal, and Property. When grouped, subtotals and totals are summarized at the bottom of each group. When not grouped, this report has a format that is easier to work with in Excel than the Commissions Report - Payments Received [SSRS].

Report Fields:

• Confidential - The Confidential checkbox from the Deal Settings or Lease/Sale Details forms. When a Deal is identified as Confidential, it is excluded from Comp search results unless Confidential Deals are specifically included.

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Type - The Deal Type on the Deal Settings form

• Deal Business Line - The Business Line field on the Deal Settings form.

• Seller/Lessor - The first Contact or Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Buyer/Lessee - The first Contact or Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Property Address - The Property Address from the Lease/Sale/Deal Location form

• Brokers - The name(s) of any internal brokers who are allocated a share of the deal commissions/fees.
  Specifically, the names of Contacts listed on the Fee Splits / Split Worksheet form with an In-House Vendor record.

• Outside Brokers - The name(s) of any outside brokers who are allocated a share of the deal commissions/fees.
  Specifically, the names of Contacts listed on the Fee Splits / Split Worksheet form with an Outside Vendor record.

• Side Represented - The Side Represented field on the Deal Settings form

• SF - Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form. Does not pertain to Land Spaces or Properties.

• Transaction Value - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (dollar amount x SF leased x term).

• Total Commission - Total Fees (Gross Commission) for the Deal from the Fee Calculation form.

• Date Paid - The Payment Date on the Payment Application form

• Payment Created Date - The date the Payment was actually entered in the system

• Commissions Paid - The total Payment Amount before distribution

• % of Total - This Payment’s portion of the Deal’s Total Commission.
  Specifically, the percentage of Commissions Paid amount over the Total Commission amount.

• Outside Comm. - The total commission/fee amount for any outside brokers who received a share of the payment amount.
  Specifically, the Actual Gross for Contacts listed on the Fee Splits / Split Worksheet form with an Outside Vendor record.

• In-House Gross - The total gross commission/fee amount distributed to internal parties on this Deal.
  Specifically, the Actual Gross distributed to Contacts listed on the Apply Payment / Fee Application form with an In-House or Staff Vendor record, or to House Accounts.

• Net to Company - The net commission amount earned by the firm.
  Specifically, In-House Gross minus Net to Broker.

• Net to Broker - The total net commission amount distributed to internal parties on this Deal.
  Specifically, the calculated or Fixed Net Split $ distributed to Contacts listed on the Apply Payment / Fee Application form with an In-House or Staff Vendor record.

• Split % - The firm’s net split percent for this Payment.
  Specifically, the percentage of Net to Company over the In-House Gross amount.

Report Filters:

• Payment Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Payment Date on the Payment Application form.

• First Payments Only - Yes/blank (blank=No). Defaults to blank (“No”). When “Yes” is selected, only the very first Payment on the Deal will be included on the report, provided it falls within the Payment Date filter range. If there are other Payments on the Deal that fall within the Payment Date filter range but they are not the first Payment on the Deal, they will not display on the report.

• Show Void? - Yes/No. Defaults to “No”. Indicates whether or not to include voided Payments or Payment Voids.

• Deal Name - Text entry. Use % as a wildcard symbol.

• Deal ID(s) - Text. Searches both the Internal Deal ID field on the Deal Settings form and the System ID for the Deal. Use a comma to separate multiple IDs (e.g. 5839, 3856a).

• Show Payment Created Date - Yes/No. Defaults to “No”. Indicates whether or not to include the date the Payment was entered into the system.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

Group By Options (up to 2):

• Buyer/Lessee

• Deal Business Line

• Deal ID

• Deal Location

• Deal Name

• Deal Type

• First Payment - Indicates whether this is the first Payment on the Deal

• Month - i.e. the Payment Date’s month

• Primary Salesperson - Refers to the name of the Contact flagged as the Primary Salesperson on the Deal Contacts form

• Quarter - i.e. the Payment Date’s quarter

• Seller/Lessor

• Side Represented - Refers to the Side Represented field on the Deal Settings form

• Year - i.e. the Payment Date’s year

Sort By Options (up to 2):

• Broker

• Buyer/Lessee

• Commissions Paid

• Confidential

• Date Paid

• Deal %

• Deal ID

• Deal Business Line

• HR Status

• Net to Brokers

• Property Address

• Seller/Lessor

• SF

• Side Represented - Refers to the Side Represented field on the Deal Settings form

• Total Commission

• Transaction Value

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Deal Activity [SSRS]

View Closed Deal details at the Deal level for a given time period. This report reflects all deals (regardless of billing or payment status), and can include Total Consideration as well as a breakdown of Outside vs In-House Gross Commission.

Report fields:

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Name - The Deal Name on the Deal Settings form

• Booking Date - The Booking Date from the Fee Splits / Split Worksheet form, i.e. the date the deal was booked into the accounting/GL system

• Closed Date - The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale

• Deal Type - The Deal Type on the Deal Settings form

• Referral Type - The Referral Type on the Deal Settings form, i.e. the type of lead that generated the deal

• Assignment ID - The System ID of the Assignment the Deal is linked to

• Business Line - The Business Line on the Deal Settings form

• Division - The Division on the Deal Settings form

• Seller/Landlord - The first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Buyer/Tenant - The first Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Represented - The Side Represented field on the Deal Settings form

• Property Address - The Street Address from the Lease/Sale/Deal Location form

• City - The City from the Lease/Sale/Deal Location form

• State - The State/Province from the Lease/Sale/Deal Location form

• Brokers - The names of any Contacts who are linked to an In-House Vendor on the Fee Splits / Split Worksheet form

• SF - The Space SF from the Space Details form, or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form. Does not pertain to Land Spaces or Properties.

• Acres - Total of Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. This pertains only to Land Spaces or Properties.

• Lease Rate - The Actual/Starting Rent on the Lease Details form

• Term - The Term (# of months) from the Lease Details form

• Sale Price/SF - Reflects the final Sale Price per square foot.
  Specifically, the Sale (Actual) Price from the Sale Details form divided by the Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Property Details form.

• Consideration - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (Lease Rate per SF x SF leased x Lease Term).

• Total Commission - Total Fees (Gross Commission) from the Fee Calculation form.

• Outside Comm. - The total commission/fee amount for any outside brokers who are allocated a share of the deal commissions/fees.

• In-house Gross - The total commission/fee amount for any internal parties or accounts who are allocated a share of the deal commissions/fees.

• Deal % - Percent of the total commission/fee amount that is allocated internally.
  Specifically, the In-House Gross divided by the Total Commission.

Report Filters:

• Closed Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Deal Closed Date on the Deal Settings form.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Division(s) - No selection, single selection, multiple selections. Refers to the Division field on the Deal Settings form.

• Referral Type - No selection, single selection, multiple selections. Refers to the Referral Type field on the Deal Settings form.

• Deal Type - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

• Deal Status - No selection, single selection, multiple selections. Refers to the Status field on the Deal Settings form.

• Broker - No selection, single selection, multiple selections. Lists internal Contacts whose Deals you are allowed to see. Filters for any Deal with the selected Contact(s) on the Team (regardless of Role).

• Total Consideration Range - Numeric min/max range. Refers to the Total Transaction Value from the Fee Calculation form.

• Exclude Commission Amounts - Yes/No checkbox. Defaults to unchecked (i.e. commission amounts will be included). Checking the box hides the Total Commission, Outside Comm., In-House Gross, and Deal % fields from the report.

Group By Options (up to 2):

• Deal Location

• Deal Status

• Deal Name

• Booking Date

• Closed Date

• Deal Type

• Referral Type

• Assignment ID

• Business Line

• Division

• Seller/Landlord

• Buyer/Tenant

• City

• State

Sort By Options (up to 2):

• Property Address

• Deal Status

• Deal ID

• Deal Name

• Booking Date

• Closed Date

• Deal Type

• Referral Type

• Assignment ID

• Business Line

• Division

• Seller/Landlord

• Buyer/Tenant

• City

• State

• SF

• Acres

• Lease Rate

• Sale Price/SF

• Consideration

• Total Commission

• Outside Comm.

• In-house Gross

• Deal %

Display Options:

• Display Criteria on Report

• Break Page After a Group

Click to go back to the list of reports.

Deal Activity Detail - Excel [SSRS]

Spreadsheet-style report that includes robust deal, property, deal participant, and fee/commission totals, and is designed to be exported to Excel. From there, sort and filter to conduct your own analysis and/or create your own graphs, charts, or pivot tables.

Report Fields:

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Confidential - The Confidential checkbox from the Deal Settings or Lease/Sale Details forms. When a Deal is identified as Confidential, it is excluded from Comp search results unless Confidential Deals are specifically included.

• Deal Name - The Deal Name on the Deal Settings form

• Transaction Value - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (Lease Rate per SF x SF leased x Lease Term).

• Total Fees - Total Fees (Gross Commission) from the Fee Calculation form. Note that this includes all fees & commissions, not just this Contact’s share.

• Outside Gross - The total commission/fee amount for any outside brokers who are allocated a share of the deal commissions/fees.
  Specifically, the total Expected Gross for Contacts listed on the Fee Splits / Split Worksheet form with an Outside Vendor record.

• In-House Gross - The total commission/fee amount for any internal parties or accounts who are allocated a share of the deal commissions/fees.

• Deal % - Percent of the total commission/fee amount that is allocated internally. Specifically, the In-House Gross divided by the Total Commission.

• Payment Status - Indicates whether the Total Fees of the Deal have been Fully Paid, Partially Paid, or whether no Payment has been received yet for this Deal.

• Closed Date - The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale

• Brokers - The names of any Contacts who are linked to an In-House Vendor on the Fee Splits / Split Worksheet form

• Deal Type - The Deal Type on the Deal Settings form

• Business Line - The Business Line on the Deal Settings form

• Location - The Location on the Deal Settings form (vs. the broker's Primary Location)

• Division - The Division on the Deal Settings form

• Referral Type - The Referral Type on the Deal Settings form, i.e. the type of lead that generated the deal

• Side Represented - The Side Represented field on the Deal Settings form

• Client - The name of the Company which is designated as the Client on the Deal Contacts form

• Seller/Landlord - The first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Buyer/Tenant - The first Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Property/Space Type - Space Type from the Space Details form or (if the Deal is for the entire Property) the Property Type from the Lease/Sale/Deal Location form.

• Primary Use - Primary Use from the Space Details form or (if the Deal is for the entire Property) the Primary Use from the Building Details form.

• Property Name - The Property Name from the Lease/Sale/Deal Location form

• Property Address - The Street Address from the Lease/Sale/Deal Location form

• City - The City from the Lease/Sale/Deal Location form

• State - The State/Province from the Lease/Sale/Deal Location form

• Zip Code - The Zip/Postal Code from the Lease/Sale/Deal Location form

• County - The County from the Lease/Sale/Deal Location form

• SF - Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form. Does not pertain to Land Spaces or Properties.

• Acres - Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. This pertains only to Land Spaces or Properties.

• Units - # Units from the Building Details form. This pertains only to Healthcare, Hospitality, Manufactured Housing, Multi-Family, and Self-Storage Properties.

• Lease Rate - The Actual/Starting Rent on the Lease Details form

• Rate Type - The Actual/Starting Rent Type on the Lease Details form. Indicates what is included (or not included) in the Lease Rate: e.g. NNN, Gross, etc.

• Lease Term - The Term (# of months) from the Lease Details form

• Commencement Date - The Commencement (date) from the Lease Details form

• Free Rent (mth(s)) - The Free Rent on the Lease Details form

• TI Allowance / SF - The TI Allowance / SF on the Lease Details form

• Sale Price - The Sale (Actual) Price from the Sale Details form

• Market - The Market from the Lease/Sale/Deal Location form

• Sub-Market - The SubMarket/District from the Lease/Sale/Deal Location form

• Micromarket - The Micromarket/Node from the Lease/Sale/Deal Location form

• Seller/Landlord Business Type - The Business Type from the Company Details form for the first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Seller/Landlord Parent Company - The Parent Company name from the Company Details form for the first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Seller/Landlord Parent Business Type - The Business Type from the Company Details form for Parent Company of the first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Tenant/Occupier Industry Type - The Tenant/Occupier Industry Type from the Lease Details form

• Deal Created Date - The date the Deal record was entered into the system

• Booking Date - The Booking Date from the Fee Splits / Split Worksheet form, i.e. the date the deal was booked into the accounting/GL system

• On Market Date - The On Market (date) from the Lease/Sale Details form

• Months on Market - The Months On Market from the Lease/Sale Details form, which is typically calculated as the number of months between the On Market and Off Market (Sign Date).

• Assignment ID - The ‘Internal ID’ from the Assignment Settings form, or the System ID if there is no Internal ID

• System Deal ID - The System ID of this Deal

• Comp Type - The Comp Type from the Record Settings form. Indicates whether this Deal is a Lease, a Sale, or some other kind of deal such as Consulting or Referral. Effectively indicates whether this Deal will also show up in Comp searches (Lease, Sale).

Report Filters:

• Deal Closed Date - Date range. Defaults to the first & last day of the current fiscal year. Refers to the Deal Closed Date on the Deal Settings form.

• First Payment Date - Date range. Refers to the Payment Date of the first Payment applied to a Deal, even if other Payments have been applied to the same Deal.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Division(s) - No selection, single selection, multiple selections. Refers to the Division field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

• Referral Type(s) - No selection, single selection, multiple selections. Refers to the Referral Type field on the Deal Settings form.

• Team Member(s) - No selection, single selection, multiple selections. Lists internal Contacts whose Deals you are allowed to see.

• Total Consideration - Numeric min/max range. Refers to the Total Transaction Value from the Fee Calculation form.

• Deal Payment Status - No selection, single selection, multiple selections. Indicates whether the Total Fees of the Deal have been Fully Paid, Partially Paid, or whether no Payment has been received yet for this Deal.

Click to go back to the list of reports.

Lease Expirations w/Contact Info [SSRS]

See details of lease expirations from your team’s or firm’s past lease deals to help plan your client follow up and business prospecting. This report includes the option to display contact details for the Lessor and Lessee as well as links to each Deal, Contact, Company, and email address.

Report Fields:

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Commencement - The Commencement (date) from the Lease Details form

• Expiration - The Expiration (date) from the Lease Details form

• Term - The Term (# of months) from the Lease Details form

• Represented - The Side Represented field on the Deal Settings form

• Lessor - The Company name of the first party on the Deal Contacts form with a Role of “Seller/Landlord”

• Lessor Name - The Contact name of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessor Phone - The Direct Phone number of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessor Email - The Email address of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessee - The Company name of the first party on the Deal Contacts form with a Role of “Buyer/Tenant”

• Lessee Name - The Contact name of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• Lessee Phone - The Direct Phone number of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• Lessee Email - The Email address of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• Address - The Street Address from the Deal’s Lease Location form

• SF Leased - Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form

• Total Consideration - The Total Transaction Value from the Fee Calculation form, typically the value of the lease agreement (Lease Rate per SF x SF leased x Lease Term).

• Broker(s) - The name(s) of any internal brokers who are allocated a share of the deal commissions/fees. Specifically, the Last Name, First Name of Contacts listed on the Fee Splits / Split Worksheet form with an In-House Vendor record.

• System ID - The System ID of the Deal

Report Filters:

• Lease Expiration Date - Date range. Defaults to the first & last day of the current fiscal year.

• Occupancy Date - Date range. Refers to the Occupancy (date) on the Lease Details form.

• Lease Commencement Date - Date range.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

Display Options:

• Include Contact Details

• Display Criteria on Report

Group By Options (up to 2):

• Deal Business Line

• Deal Location

• Expiration

• Lessee

• Lessor

• Month

• Primary Salesperson

• Quarter

• Represented

Click to go back to the list of reports.

Lease Options w/Contacts & Notice Date [SSRS]

See details of lease options from your firm’s past lease deals to help plan your client follow up and business prospecting. In addition to typical filters, this report offers detailed date range searches for all of the lease options tracked within your system: Renewals, Purchase Options, Expansion Options, and Early Termination. The report includes various options to display or hide each Lease Option and/or contact details for the Lessor and Lessee.

Report Fields:

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Renewal Option - The Renewal (option date) from the Lease Details form

• Renewal Option Notice - The Renewal Notice (date) from the Lease Details form

• Renewal Option Note - The Renewal Notes from the Lease Details form

• Purchase Option - The Purchase (option date) from the Lease Details form

• Purchase Option Notice - The Purchase Notice (date) from the Lease Details form

• Option to Purchase Note - The Purchase Notes from the Lease Details form

• Expansion Option - The Expansion (option date) from the Lease Details form

• Expansion Option Notice - The Expansion Notice (date) from the Lease Details form

• Expansion Option Note - The Expansion Notes from the Lease Details form

• Early Termination Option - The Early Termination (option date) from the Lease Details form

• Early Termination Option Notice - The Expansion Notice (date) from the Lease Details form

• Early Termination Option Note - The Expansion Notes from the Lease Details form

• Side Represented - The Side Represented field from the Deal Settings form

• Lessor - The Company name of the first party on the Deal Contacts form with a Role of “Seller/Landlord”

• Lessor Contact - The Contact name of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessor Phone - The Direct Phone number of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessor Email - The Email address of the first party on the Deal Contacts form with a Role of “Seller/Landlord” (if that party is a Contact, not just a Company)

• Lessee - The Company name of the first party on the Deal Contacts form with a Role of “Buyer/Tenant”

• Lessee Contact - The Contact name of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• Lessee Phone - The Direct Phone number of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• Lessee Email - The Email address of the first party on the Deal Contacts form with a Role of “Buyer/Tenant” (if that party is a Contact, not just a Company)

• SF Leased - Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form

• Address - The Street Address from the Lease Location form

• Brokers - The name(s) of any internal brokers who are allocated a share of the deal commissions/fees. Specifically, the name(s) of Contacts listed on the Fee Splits / Split Worksheet form with an In-House Vendor record.

• Lease Option Comments - The Lease Option Comments from the Lease Details form

• System ID - The System ID of the Deal

Display Options:

• Include Contact Details - display/hide: Lessor Contact, Lessor Phone, Lessor Email, Lessee Contact, Lessee Phone, Lessee Email

• Include Renewal Option - display/hide: Renewal Option (date), Renewal Option Notice (date), Renewal Option Note

• Include Purchase Option - display/hide: Purchase Option (date), Purchase Option Notice (date), Purchase Option Note

• Include Expansion Option - display/hide: Expansion Option (date), Expansion Option Notice (date), Expansion Option Note

• Include Early Termination Option - display/hide: Early Termination Option (date), Early Termination Option Notice (date), Early Termination Option Note

Report Filters:

• Renewal Option Date - Date range.

• Renewal Option Notice Date - Date range.

• Purchase Option Date - Date range.

• Purchase Option Notice Date - Date range.

• Expansion Option Date - Date range.

• Expansion Option Notice Date - Date range.

• Early Termination Option Date - Date range.

• Early Termination Option Notice Date - Date range.

• Property Name - Text. Filters for deals with that text as part of the Property Name.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form. Defaults to the user’s Primary Location.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

• Total Consideration - Numeric min/max range. Refers to the Total Transaction Value from the Fee Calculation form.

• Total Fees - Numeric min/max range. Refers to the Total Fees from the Fee Calculation form.

• In-House Gross - Numeric min/max range. Refers to the total commission/fee amount for any internal parties or accounts who are allocated a share of the deal commissions/fees.
  Specifically, the total Expected Gross for Contacts listed on the Fee Splits / Split Worksheet form with an In-House or Staff Vendor record or for House Accounts.

Group By Options (up to 2):

• Deal Location

• Deal Type

• Deal Business Line

• Primary Salesperson

• Side Represented

• Lessor

• Lessee

Sort By Options (up to 2):

• Deal Location

• Deal Type

• Deal Business Line

• Primary Salesperson

• Purchase

• Renewal

• Expansion

• Early Termination

• Side Represented

• Lessor

• Lessee

• Address

• SF Leased

Click to go back to the list of reports.

Production Summary Report [SSRS]

View totals for the number of deals closed during a given month or year and the Expected In-House Gross Commission on those deals. A table, bar graphs, and pie charts break the information down by Location, Business Line, and Division.

Report Fields:

• The first 2 columns will display your selected Group By fields with sub-totals for each Group

• Gross Commissions: MTD - Total of the Expected Gross Commission for all (internal) brokers from deals closed in the selected month.
  Specifically, the total Expected Gross Commission amount allocated to In-House Vendors on the deal’s Fee Splits / Split Worksheet form from deals with a Deal Closed Date in the selected month.

• Gross Commissions: YTD - Total of the Expected Gross Commission for all (internal) brokers from deals closed in the selected year.
  Specifically, the total Expected Gross Commission amount allocated to In-House Vendors on the deal’s Fee Splits / Split Worksheet form from deals with a Deal Closed Date in the selected year.

• Deal Count: MTD - Total number of deals closed in the selected month.
  Specifically, the total number of deals with a Deal Closed Date in the selected month.

• Deal Count: YTD - Total number of deals closed in the selected year.
  Specifically, the total number of deals with a Deal Closed Date in the selected year.

Report Filters:

• Closed Deal Date Month - Single selection from a pulldown menu. Defaults to the current month. Refers to the The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale.

• Closed Deal Date Year - Single selection from a pulldown menu. Defaults to the current year. Refers to the The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale.

• Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Division(s) - No selection, single selection, multiple selections. Refers to the Division field on the Deal Settings form.

• Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

• Gross Commission Range - Numeric min/max range. Refers to the Total Fees from the deal’s Fee Calculation form.

Display Options:

• Show Details? - By default, the report displays only the subtotals and totals for each selected grouping, with the option to expand each group to see its contents. When this box is checked, each group is expanded on the report as soon as it opens.

Group By Options (up to 2):

Defaults to Deal Location, Deal Business Line

• Deal Business Line

• Deal Location

• YTD Count

Click to go back to the list of reports.

Projected Income Report [SSRS]

View a forecast of projected (pipeline), unbilled, billed (invoiced), and/or paid gross commissions with details about the deal, invoice, and payment. Includes a breakdown of those amounts for the next 12 months based on the invoice due date or the payment date. Flexible options allow you to include pipeline deals, unbilled invoices, and/or recent payments. You can also indicate whether the amounts should reflect the in-house gross, or the anticipated or paid net for the firm or for internal brokers.

Report Fields:

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Activity Type - Indicates whether each row represents a projected payment from a Pipeline deal (i.e. a deal that hasn’t closed yet), an unbilled vs billed Invoice on a closed deal, or from a received Payment

• Deal Name - The Deal Name from the Project/Deal Settings form

• Deal Type - The Deal Type on the Project/Deal Settings form

• Buyer/Tenant - The first Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Seller/Landlord - The first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Primary Sales Person - The name of the Contact who is designated as the Primary Salesperson on the Deal Contacts form

• Deal Location - The Location on the Deal Settings form (vs. the broker's Primary Location)

• Deal Business Line - The Business Line on the Deal Settings form (vs. the broker’s Primary Business Line)

• Close Date - The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale

• Deal Status - The ‘Status’ from the Project/Deal Settings form

• Probability - The Est. Probability (%) from the deal’s Pipeline form

• Size - For Land Spaces or Properties: Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. For all other Space/Property Types: Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form.

• Side Represented - The Side Represented field on the Deal Settings form

• Escrow Deposit($) - The Escrow Deposit from the Sale Details form

• Total Fees - For Pipeline Deals: Total Estimated Fees ($) from the Pipeline form.
  For Closed Deals: Total Fees (Gross Commission) from the Fee Calculation form.
  Note that in all cases, this includes all fees & commissions, not just this Invoice amount.

• In-House Fees - The total commission/fee amount for any internal parties or accounts who are allocated a share of the deal commissions/fees.
  Specifically, for Pipeline Deals: The Est. Gross In-House Fees ($) from the Pipeline form.
  For Closed Deals: The total Expected Gross for Contacts listed on the Fee Splits / Split Worksheet form with an In-House or Staff Vendor record or for House Accounts.

• Invoice # - The Invoice # from the Create Invoice form. May reflect a custom Invoice number or may be identical to the System ID of the Invoice.

• Invoice ID - The System ID of this Invoice

• Invoice Amount (Weighted) - Total invoice amount multiplied by the probability of closure, e.g. $10,000 x 50% = $5,000.
  Specifically, for Pipeline Deals: Total Invoice Amount from the Payment Schedule on the Pipeline form x Est. Probability (%) on the Pipeline form.
  For Closed Deals: Invoice Amount from the Invoicing form x 100% (all Closed Deals have a 100% probability of closure).

• Due Date - The date the (anticipated, billed or paid) Invoice is due.
  Specifically, for Pipeline Deals: Due Date from the Payment Schedule on the Pipeline form.
  For Closed Deals: the current Due Date from the Invoicing form.

• Remaining - The current unpaid amount for this Invoice.
  Specifically, the current Invoice Amount minus the Payment Amount applied to this Invoice.

• Payment Amount - The Payment Amount from the Payment Application form

• Paid Date - The Payment Date from the Payment Application form

• Prior - The anticipated or paid amount for this Invoice, if the Due Date for the Invoice or (for Payments) the Payment Date is earlier than the month for the As Of Date. The amount will reflect gross or net for internal Brokers or the firm depending on your selection on the widget before running the report. Except for Payments, the amount includes all invoice adjustments made to date.

• Year-Month - 12 columns representing the 12 months that start with the As Of Date’s month. These columns contain the anticipated or paid amount for this Invoice, if the Due Date for the Invoice or (for Payments) the Payment Date falls in this month. The amount will reflect gross or net for internal Brokers or the firm depending on your selection on the widget before running the report. Except for Payments, the amount includes all invoice adjustments made to date.

• After - The anticipated or paid amount for this Invoice, if the Due Date for the Invoice or (for Payments) the Payment Date is later than the last Year-Month column on this report. The amount will reflect gross or net for internal Brokers or the firm depending on your selection on the widget before running the report. Except for Payments, the amount includes all invoice adjustments made to date.

• System ID - The System ID of this Deal

Display Options:

• Represent the amounts on this report as

  • Gross to Firm - The total commission/fee amount due to internal brokers or other internal parties before net split calculations

  • Estimated Net to Firm - The total estimated commission/fee amount due to the firm after net split calculations. Net split calculations are based on the broker’s current YTD Production Credit (total gross commission received) and their current split plan.

  • Estimated Net to Broker(s) - The total estimated commission/fee amount due to internal brokers after net split calculations. Net split calculations are based on the broker’s current YTD Production Credit (total gross commission received) and their current split plan.

Report Filters:

• As Of Date - Required. Date (mm/dd/yyyy). Defaults to today’s date. Determines when the 12-month breakdown begins and whether an amount is included in one of those months or in the Prior or After columns. Click here for more information.

• Include Payments (in this period) - Checkbox. Determines whether to include Payments with a Payment Date that falls within the 12-month breakdown.

• Include Unbilled Invoices - Checkbox. Determines whether to include unbilled Invoices with a Due Date that falls within the 12-month breakdown.

• Include Pipeline - Checkbox. Determines whether to include projected Invoices with a Due Date that falls within the 12-month breakdown.
  Note: If none of the above boxes are checked, the report will only include billed Invoices with a Due Date that falls within the 12-month breakdown.

• Probability minimum % - Numeric. Refers to the Est. Probability (%) on the Pipeline form.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

• Deal Status - No selection, single selection, multiple selections. Refers to the Status field on the Deal Settings form.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

Group By Options (up to 2):

• Deal ID

• Deal Type

• Deal Status

• Deal Location

• Deal Business Line

• Division

• Tenant/Buyer

Click to go back to the list of reports.

Revenue Projection Report [SSRS]

An older version of the Projected Income [SSRS] report. View a forecast of projected (pipeline), unbilled, and billed gross commissions and other fees with details about the deal and invoice. Includes a breakdown of those amounts for the next 12 months based on expected or actual invoice due date. You have the option to include Pipeline deals or only report on Closed Deals.

Report Fields:

• Primary Sales Person - The name of the Contact who is designated as the Primary Salesperson on the Deal Contacts form

• Deal ID - The Internal ID on the Deal Settings form for the Deal. If there is no Internal ID, the report will display the System ID for the Deal.

• Deal Name - The Deal Name from the Project/Deal Settings form

• Close Date - The Deal Closed Date on the Deal Settings form, typically the date a lease was finalized or when escrow closed on a sale

• Status - The Status from the Project/Deal Settings form

• Probability - The Est. Probability (%) from the deal’s Pipeline form

• Buyer/Tenant - The first Company on the Deal Contacts form with a Role of “Buyer/Tenant”

• Seller/Landlord -The first Company on the Deal Contacts form with a Role of “Seller/Landlord”

• Sq.Ft./Acres - For Land Spaces or Properties: Land Size (Acres) from the Space Details form or (if the Deal is for the entire Property) from the Building Details form. For all other Space/Property Types: Space SF from the Space Details form or (if the Deal is for the entire Property) the Building/Property SF from the Building Details form.

• Side Represented - The Side Represented field on the Deal Settings form

• Total Transaction Value - The Total Transaction Value from the Fee Calculation form, typically either the sales price or the value of the lease agreement (Lease Rate per SF x SF leased x Lease Term).

• Gross Fees - Total Fees (Gross Commission) from the Fee Calculation form. Note that this includes all fees & commissions, not just this Contact’s share.

• In-House Fees - The total commission/fee amount for any internal parties or accounts who are allocated a share of the deal commissions/fees.
  Specifically, for Pipeline Deals: The Est. Gross In-House Fees ($) from the Pipeline form.
  For Closed Deals: The total Expected Gross for Contacts listed on the Fee Splits / Split Worksheet form with an In-House or Staff Vendor record or for House Accounts.

• Invoice # - The Invoice # from the Create Invoice form. May reflect a custom Invoice number or may be identical to the System ID of the Invoice.

• Invoice Amount - The entire amount anticipated or billed on this Invoice.
  Specifically, for Pipeline Deals: Total Invoice Amount from the Payment Schedule on the Pipeline form.
  For Closed Deals: Invoice Amount from the Invoicing form.

• Due Date - The date the (anticipated or billed) Invoice is due.
  Specifically, for Pipeline Deals: Due Date from the Payment Schedule on the Pipeline form.
  For Closed Deals: The current Due Date from the Invoicing form.

• Amount Paid - The total Payment Amount applied to this Invoice

• Outstanding - The current unpaid amount for this Invoice.
  Specifically, the current Invoice Amount minus the total Payment Amount applied to this Invoice.

• Prior - The anticipated or billed amount for this Invoice, if the Due Date for the Invoice is earlier than the month for the As Of Date. This amount includes all invoice adjustments made to date.

• Year-Month - 12 columns representing the 12 months that start with the As Of Date’s month. These columns contain the anticipated or billed amount for this Invoice, if the Due Date for the Invoice falls in this month. This amount includes all invoice adjustments made to date.

• After - The anticipated or billed amount for this Invoice, if the Due Date for the Invoice or (for Payments) the Payment Date is later than the last Year-Month column on this report. This amount includes all invoice adjustments made to date.

Report Filters:

• Only Closed Deals - Checkbox. Filters out Pipeline Deals from the results on the report.

• Due Date - Required. Pulldown with a list of months. Defaults to the current month. Determines when the 12-month breakdown begins and whether an amount is included in one of those months or in the Prior or After columns.

• Actual/Estimate - Required. Pulldown with a list of years. Defaults to the current year. Determines when the 12-month breakdown begins and whether an amount is included in one of those months or in the Prior or After columns.

• Deal Type(s) - No selection, single selection, multiple selections. Refers to the Deal Type field on the Deal Settings form.

• Deal Status - No selection, single selection, multiple selections. Refers to the Status field on the Deal Settings form.

• Deal Location(s) - No selection, single selection, multiple selections. Refers to the Location field on the Deal Settings form.

• Deal Business Line(s) - No selection, single selection, multiple selections. Refers to the Business Line field on the Deal Settings form.

Display Options:

• Do Not Repeat Deal Data - Click here for more details about this setting

Group By Options (up to 2):

• Buyer/Tenant

• Closed Date

• Deal ID

• Deal Name

• Due Date

• Primary Sales Person

• Seller/Landlord

• Side Represented

• Status

Click to go back to the list of reports.

Related Articles

• CTS Web Reports for Brokers

• CTS Web Reports for Managers, Team Leaders & Staff

• CTS Receivables Reports for Brokers

• CTS Receivables Reports for Managers, Team Leaders & Staff

• CTS Receivables Reports for Executives, Admins & Corporate

• CTS Web & Receivables Reports Comparison Chart

If you have any questions or would like to schedule a detailed training on this feature, please contact [email protected].

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