Managing referrals and leads with Relocation Specialist is a snap, but at some point, getting meaningful reports will allow you to evaluate your efforts. We have three important announcements regarding reports.
First, the ‘Advanced’ reports continue to grow in popularity. If you’re not familiar with them, do yourself a favor and check them out. Click the REPORTS link in the Referrals List page, then click the ‘Advanced’ radio button. The Advanced reports will be listed for you. With all Advanced reports you may view, print, download to Excel or Word or view/save as a PDF file. All with great formatting and accuracy!
Second, we are adding Preview Samples to all Advanced reports. When you click the REPORTS link you’ll now be able to get a sample of what the report includes and what it will look like when saved/printed. You may browse, click the link to ‘See full sample’ or even click the ‘Add to favorites’ link and add the report(s) to your company’s list of favorite reports.
Third, we’re asking you to check out the latest reports that may provide just the details you need. They are:
- Scorecards – Agent (all details needed to evaluate agent’s performance)
- Scorecards – Agent 5 (14 reports shown in a 1-page summary for an agent)
- Scorecards – Office (details needed to evaluate office(s) performance)
Check out these reports and all Advanced reports. If you have any reporting needs that aren’t met with the Advanced reports, please let us know. Or, if you’re not sure which report(s) to use, just let us know. We’ll be happy to find the one(s) that will provide what you need.
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