| Reports The Reports page displays a list of available reports that may be printed. This page is accessed from the Main Menu where is it labeled 'Print Reports' or from the Referrals List page where is it labeled 'Reports'. When the page is first opened it attempts to display only the "favorite reports" as selected from the link of the same name in the Utility Settings page. If no favorites have been selected, all available reports will be displayed. For information about Report Generator, click this link...
What are 'Favorite Reports' and how do I select them? Where are the reports I used to use? What is the 'Results' report and how is it used? How can I have my Tickler open automatically upon logging in? What records does the default Tickler page display? Can I view Tickler records for ALL users? How can I select the record in the Referrals table that matches my Tickler item? How to run a Tickler report (How do I run a list of my “To Do’s” for each day?) What is the 'Days Old' column and how is it used? Are Responses in the Tickler removed automatically?
What are 'Favorite Reports' and how do I select them? 'Favorite Reports' are those reports selected from the link of the same name in the Utility Settings page. When the page is first opened it attempts to display only the "favorite reports". (If no "favorites" have been selected, then all available reports will be displayed.) To select a new 'Favorite Report' do the following:
Click
the ‘Reports’ link and click on ‘Results’.
For the Incoming Referral list, enter the ‘Date Received Begin’
date and click APPLY FILTER. By
clicking the ‘Col-‘ button at the top you’ll get the list that will
print on an 8.5x11” page, Portrait.
For
the Incoming Closed list, open the ‘Results’ page and enter the
‘Closing Date Begin’ and the ‘Closing Date End’ and click APPLY
FILTER. By clicking the
‘Col+’ button at the top you’ll get the list that will print on an
8.5x11” page, Landscape. You
will also get the additional numbers fields (Sale Price, Commission, etc.)
displayed with column totals at the bottom.
Where are the reports I used to use? In an effort to consolidate the total number of reports, and produce reports that could be printed on an 8.5x11" page (Portrait or Landscape) many redundant reports were replaced by the 'Results' report. All reports that were produced before by multiple reports may now be produced using the 'Results' report.
What is the 'Results' report and how is it used? The 'Results' report was created for two specific purposes; to replace multiple similar reports and to produce results that may be printed on an 8.5x11" page (either Portrait or Landscape). This report allows the user to filter records in the Referrals table using a wide variety of criteria, then produces the results in a display with up to 9999 rows at a time.
There are there are two "displays" of this report. They are "Column Plus" ('Col+') and "Column Minus" (Col-). The Column Minus display has the following fields in the grid: Date Received, Referral Type, Referral Status, File Number, ClientLName, AgtAssignedLastName and Firm. This mode will print on an 8.5x11" page in the Portrait mode. The Column Plus display will have all the fields of the Column Minus display plus the following fields: Sale Price, Transaction Commission, Referral Fee1, Pd To Agent, and Company Dollar. This display also has columns totals at the bottom of the grid.
How can I have my Tickler open automatically upon logging in? To have the Tickler (Reminders) page open automatically upon logging in to ReloSpec do the following:
What records does the default Tickler page display? Each time the Tickler page is opened all records in the ToDo table are displayed that meet the following criteria:
Can I view Tickler records for ALL users? Yes. Once the page is open, click SEARCH and use the fields in the search page to filter the records as needed. By not selecting a specific name in the 'Who' field you are filtering for all records and not a specific name.
How can I select the record in the Referrals table that matches my Tickler item? Once the Tickler page is open do the following to select the specific record in the Referrals table that matches the Tickler item:
Clicking the TICKLER CANCEL button will unfilter the Referrals List page.
How to run a Tickler report (How do I run a list of my “To Do’s” for each day?) To Run a “Tickler Report”:
What is the 'Days Old' column and how is it used? A
column has been added to the ‘Tickler’ page that makes it much
easier to know the number of days since the due date of a Response
from the agent. When the
Tickler is opened, all ToDo records are displayed with the due date in
descending order. The
‘Days Old’ column is listed second in the grid and displays the
total number of days since the due date.
The purpose is to make it easier to identify records are
overdue for getting a response from the agent.
For example, if you see that the ‘Days Old’ amount is 7 or
higher you may want to contact the agent to ask (again) for a
response.
Are Responses in the Tickler removed automatically? Yes. When an agent responds to the update request using the online form the results of the form are inserted into the Responses table. Once those Responses are processed, the corresponding record where the activity = "Response" is automatically removed from the Tickler. See the 'Responses' page in the User Guide for more information about Responses.
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