How to Create a Report

Most reports can be generated very easily, but Brokeredge also has the ability to build out sophisticated reports if need be.

Reports Tab: Building Your Own Reports can be done in the Reports tab on the left side of the Brokeredge panel

Simple Reports- Build Pre-built inside Brokeredge

Brokeredge offers several pre-built summary tables and charts to help you quickly review your data. These reports are organized into two main categories:

• Area-Specific Charts:
  • Lenders: View summary charts related to lender funded data.

  • Commissions: Access charts that focus on income history.

    General Charts and Reports:

  • Home Dashboard: Select the down arrow
    • My Dashboard: Displays overall summary charts.
    • Sub-Dashboards:
      • Activity Dashboard: Shows activity metrics like notes, gifts and tasks.
      • Contact Reports: Provides insights into your contacts and referrals.
      • Marketing Reports: Contains Lead data, referral data relating to Mortgages
      • Mortgage Pipeline: Tracks your mortgage pipeline a funded history.

All of these reports can be further filtered by Date and Owner by selecting the filter icon beside the title:

Note as well, that many of the charts have multiple components to them which you can view by selecting the dropdown arrow next to each title.

Simple Filters

Another simple way to view the data you're looking for is to use the filters available on each table. You can enter any criteria here to drill down into the list to see exactly what you are looking for.

If you want to export the data that you've filtered, you can do so by clicking the up/down arrow button and export it as a CSV.

Custom Reports (Advanced)

If you need a report that is more customized then you can create a new view.  This view will be saved on your dashboard and you can check it anytime by selecting the dropdown arrow next to the title.  Note, you can create a view on both charts and tables.

Here is a sample of how to create a custom Mortgage view:

1. Navigate to the model the report is based off of - in this case, the "Mortgage" tab

2. Go to the drop-down arrow and select "Add View"

3. Name the report and select the fields you wish to display.  You can choose to add a sort and a grouped if need be.

4. Add the fields you want to filter by.  In this case we'll look at deals paid both this year and last year.  Note, if a filter could be either or something, like our dates, either this year OR last year, then you have to add the word 'or' to the Filter Conditions.

5. The default view is a table view, but you can add a kanban or chart view if you want as well.

6. Once you hit save, the report will generate.  At any point, if you need to edit it, you can do so by clicking the pencil icon beside the title.

If you need any help creating reports, you can reach out to us at support@brokeredge.ca.