Reporting Hub
Get every report you need — from sales performance to marketing, portfolio freshness to agency commission — instantly from a single page; reshape it in seconds by role, team, and date range.
How It Works
Many report types, one page
Switch between many report types — from sales performance to marketing, portfolio freshness to agency commission and operational/compliance reports — on a single screen, in seconds, without ever opening a new page.
You choose the scope
Use the Scope selector to narrow any report down to yourself, your team, chosen people, or the whole company in seconds — no need to switch reports to see the same data from a different angle.
One shared date range
Whichever report you switch to, you use the same date range selector — pick a month, a quarter, or a custom range, and every report stays comparable within that same window.
Everyone sees what they're authorized to see
Which report types are visible is determined automatically by your role and department authorization; sensitive reports like legal, accounting, or deed transfer are only ever opened to people who are actually authorized — no extra setup required.
Get the most out of the Reporting Hub
- Report Type: Pick any report from the tabs above — you stay on the same page.
- Scope: Narrow the data with Person, Team, Everyone, or Specific People.
- Date Range: Use the same selector across every report type.
- Authorization: Which report types you see is determined automatically by your role.