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Realtors Report

  • 16/07/2025
  • Knowledge

How To
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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. 

 
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  • 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 File Opened Date, which is entered under the 'Calendar & Tasks' tab.

Report Filters:

Date Range Displays Realtors on matters with an File Opened 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 listed 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 Agreement of Purchase and Sale Signed Date entered under the 'Calendar & Tasks' tab, if applicable.  
Closing DateThe matter's Closing Date entered under the 'Calendar & Tasks' tab. 
Last Modified Date
16/07/2025 12:20 am
Title
Realtors Report
URL Name
Realtors-Report-CA

Resolution
Reports
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Realtors Report