Generating Reports as an Brokerage Administrator

Keeping track of Listing Packages created an Users in Your Brokerage

How It’s Done

Step 1- Log into Disclosures.io

Step 2- Navigate to Brokerage Dashboard

Click on your name in the top right-hand corner and select your brokerage name. If you do not see your brokerage name this means you do not have access to the brokerage account as an Administrator. GR_BA01

Step 3- Generate Report

Under the Brokerage information will be the option to generate a report. Selecting this will allow you to pick which type of report you would like. GR_BA02

Types of Reports

Listing Reports

These reports will provide summary information for each listing in the selected office(s) for a given time period. GR_BA03

When selecting a Listings Report you will need to indicate the office(s) and the start date and end date, then select the “Generate Report” button. As a Brokerage Admin you will have access to all offices; you can select a report that includes all offices or can choose to generate a report for one office.

A CSV file will be generated for you based on the office and date selections you have made. Information included in the report will be:

     ✔️ Date a Package was Created 
     ✔️ The Office of the Agent
     ✔️ Listing Agent(s)
     ✔️ Property Address
     ✔️ Property Type
     ✔️ Count of Interested Parties
     ✔️ Count of Views
     ✔️ Count of Offers Submitted

User Reports

These reports will provide summary information for each user in the selected office(s). 

When selecting a User Report you will need to indicate the office(s) then select the “Generate Report” button. As a Brokerage Admin you will have access to all offices; you can select a report that includes all offices or can choose to generate a report for one office. GR_BA04

A CSV file will be generated for you based on the office selection you have made. Information included in the report will be:

     ✔️ Name of the User
     ✔️ Email of the User
     ✔️ Phone and License Number (if available)  
     ✔️ Status: Active, Pending, Declined, Deleted
     ✔️ Office(s) User Belongs to
     ✔️ Number of Listing Packages 
     ✔️ Number of Buyer Packages
     ✔️ Last Login Date

FAQ

Q: I need a report for the whole Brokerage but there are offices missing, what do I do?

  • A: If there are missing offices that means you were only given access to specific offices in the Brokerage account. You would need to reach out to the brokerage administrator and request that your role be updated.

Q: I need to create a new office in the Brokerage. How do I get that done?

  • A: This help article will show you how to create a new office in your brokerage account: Add a User to Your Brokerage Account.

    If you need assistance with getting a new office created and members added please reach out to support@disclosures.io or your designated Disclosures.io Account Manager.

Q: I need to be able to switch into member accounts but don’t have that option.  What do I do?

  • A: Please reach out to support@disclosures.io and include your brokerage name and contact information and our team will be able to get you added to all offices.

Q: If a user joins the brokerage as an office manager, office staff member, or as an agent can I add them to the brokerage account?

  • A: Yes, as an Office Administrator you will be able to add a user to the office(s) that you have access to. This help article will show you how to get that done: Add a User to Your Brokerage Account.

Q: Can I edit the users information after I've invited them?

  • A: Yes, you can do this by navigating to the members tab in the dashboard and selecting the edit option next to the user's name. GR_BA05

Q: How long does it take for brokerage members to get access to the Pro Features?

  • A: Once a user accepts the brokerage invitation they will have access to the Pro Features.