With Spectora Advanced, you can see Agent-specific reports with just a few clicks! These reports can show you new agents, top agents, and more. Keep reading to see what reports you have available at your fingertips.
How to Find Agent Reports:
You can find these reports (and more!) in your Data Exports. In this section, you'll see step-by-step how to navigate to the Data Exports.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on your profile picture in the top right
Click "Data Exports" in the dropdown menu
You'll see "Agent Reports" at the bottom of the page
Click on each report link to filter, sort, and export the data
Now let's dive into what each report is built for!
Agent-Specific Reports:
We have 5 agent-specific reports available to Advanced users:
New Agents: lists any agents that have done their 1st inspection within a given period.
Inactive Agents: lists any agents that have become inactive within a given period but were active in a previous period.
Top Agents: lists top agents by revenue.
Top Agencies: lists top agencies by revenue.
Top Agent Teams: lists top agent teams by revenue.
These reports come with full support for searching, filtering by tag, sorting, and exporting.
How to Use Agent Reports
Utilizing Agent Reports is an easy way to see which agents or agencies bring in the most business for you. You can use this data to see who deserves a big thank you or see which agencies you might need to chat with to further your business relationship. In this section, you'll see how to pull up a report and apply filters like tags or terms.
 💡 Quick tip: Click on the video above to expand it in another window. |
Select your report from the Data Exports page - we'll use "Top Agents" for this example
Select your preferred date range in the dropdown menu
Or you can use a custom time frame with the "Start Date" and "End Date" options
Select any contact tags you'd like for filtering
You can also add a "Search Term" for further filtering
Click "Run Report"
Your report data will show below the "Run Report" button when it's complete
Frequently Asked Questions
Will Agents be able to access this?
No, Agents cannot access these reports.
✨ There is a feature request for an Agent Dashboard, this is in progress! You can check out the full feature request here.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
