Loading
Knowledge BaseRealtors Report
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

Realtors Report

  • Aug 10, 2025
  • Knowledge

How To
Click to edit heading

Location: LEAP Menu > Reports > Matters & Clients > Conveyancing > Realtors Report

Purpose: Lists Realtors attached to real estate matters. 

The report helps to retrieve information pertaining to Realtors by offering a consolidated view. Utilizing the report also allows you to promptly identify matters linked to specific Realtors. This feature is useful for efficiently monitoring progress, assigning tasks, and addressing any issues within a particular Realtor's portfolio.

Report Trigger: The Realtors Report will reference any Realtor card attached to a matter. 

 
Click to edit heading
  • While this report is primarily designed for real estate matters, it may also include other types of matters where a Realtor Card has been manually added to and recorded on the matter table. To narrow down the results, you can utilize the 'Matter Type' filter.
  • The date range filter (Start Date and End date) is employed to refine results by limiting matters based on a matter's Engagement Date, which is entered under the 'Calendar & Tasks' tab.

Report Filters:

Date Range Displays Realtors on matters with an Engagement Date within the selected range. 
Matter 

Includes two filters:

  • Matter Status: Filters results to include only matters with any of the selected status(es).
  • Matter Types: Filters results to include only matters with any of the selected type(s).
Staff

Includes two filters:

  • Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the Person Responsible.
  • Staff Acting: Filters results to include only matters where the selected staff members are assigned as the Person Acting.
Display

Includes two display options:

1. Group By:

Allows users to group the list by:

  • None
  • Realtors
  • Matter Status
  • Matter Type
  • Staff Acting
  • Staff Responsible

2. Expand Row Groups: Only active when the 'Group By' option is not 'None'.  

  • No: When set to 'No', the grouped rows remain collapsed, showing only the group headers.
  • Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group. 


Report Fields:

RealtorThe Realtor card on the matter.
Realtor Staff (on matter)

The staff member(s) selected for the Realtor card on the matter table (not just listed within the Realtor Card). 

Realtor Staff EmailThe staff member(s)' email addresses.
Matter No.The matter number. 
ClientThe name of client(s) on the matter.
Property AddressThe matter's Property Address. 
PriceThe Property Price.
Exchange/ContractThe matter's Contract Signed Date entered under the 'Calendar & Tasks' tab, if applicable.  
Closing DateThe matter's Closing Date entered under the 'Calendar & Tasks' tab. 
  • Reports (BETA)
  • Reports

Report Filters:

Date Range Displays Realtors on matters with an Engagement Date within the selected range. 
Matter 

Includes two filters:

  • Matter Status: Filters results to include only matters with any of the selected status(es).
  • Matter Types: Filters results to include only matters with any of the selected type(s).
Staff

Includes two filters:

  • Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the Person Responsible.
  • Staff Acting: Filters results to include only matters where the selected staff members are assigned as the Person Acting.
Display

Includes two display options:

1. Group By:

Allows users to group the list by:

  • None
  • Realtors
  • Matter Status
  • Matter Type
  • Staff Acting
  • Staff Responsible

2. Expand Row Groups: Only active when the 'Group By' option is not 'None'.  

  • No: When set to 'No', the grouped rows remain collapsed, showing only the group headers.
  • Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group. 


Report Fields:

RealtorThe Realtor card on the matter.
Realtor Staff (on matter)

The staff member(s) selected for the Realtor card on the matter table (not just listed within the Realtor Card). 

Realtor Staff EmailThe staff member(s)' email addresses.
Matter No.The matter number. 
ClientThe name of client(s) on the matter.
Property AddressThe matter's Property Address. 
PriceThe Property Price.
Exchange/ContractThe matter's Contract Signed Date entered under the 'Calendar & Tasks' tab, if applicable.  
Closing DateThe matter's Closing Date entered under the 'Calendar & Tasks' tab. 

Report Filters:

Start DateDisplays Seller's/Buyer's Realtors attached to matters opened from this date.
End DateDisplays Seller's/Buyer's Realtors attached to matters opened until this date.
Matter StatusFilter the result based on the matter’s Matter Status.
Matter Type Filter the result based on the matter's Matter Type. 
Staff ResponsibleFilter the result based on the matter's Staff Responsible.
Staff ActingFilter the result based on the matter's Staff Acting.
Group ByGroup the report by:
  • None
  • Realtor (Default)
  • Matter Status
  • Matter Type
  • Staff Responsible
  • Staff Acting
ExpandExpand or collapse the grouping results.

Report Fields:

RealtorThe Realtor card on the matter.
Realtor Staff (on matter)

The staff member(s) selected for the Realtor card on the matter table (not just listed within the Realtor Card). 

Realtor Staff EmailThe staff member(s)' email addresses.
Matter No.The matter number. 
ClientThe name of client(s) on the matter.
Property AddressThe matter's Property Address. 
PriceThe Property Price.
Exchange/ContractThe matter's Exchange or Contract date, entered under the 'Calendar & Tasks' tab. 
Closing DateThe matter's Closing Date, entered under the 'Calendar & Tasks' tab. 

 

Last Modified Date
8/10/2025 7:38 PM
Title
Realtors Report
URL Name
Agents-Report-US

Resolution
Reports
Loading
Realtors Report