The Code of Ethics Missing Report provides you with a way to identify and notify agents who have not completed their required training courses for the current period so that they are not suspended and can remain members of your association. By creating this report and synchronizing to a list, you will be able to easily keep track of and communicate with those who still need to take COE training. See Smart List - Dynamically Update Contacts in Lists/Committee from Report Results for details on setting up your lists.
The Code of Ethics Completed Report is also available to show you who has completed the required training. These reports give a listing of all completions including the date of completion, and the cycle.
| NOTE: Only the PRIMARY board is the recording entity/authority and can determine if an agent has completed the NAR Code of Ethics Requirement - this report will NOT pull data for secondary agents. |
To Report on Those Missing Training
- Click Reports in the Navigation Panel.
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Use the Quick Filter
or the Customize Filter
to apply the Contacts category.
Using the Quick Filter to select the Contacts category. - Select the Code of Ethics Missing Report.
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Select your search filtering criteria.
- Missing Cycle: the cycle that you wish to report on
- Membership Status: are we looking for a member, a non-member, a dropped member, etc?
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Membership Type: Select your Realtor® membership types.
- Affiliate membership can be excluded as they are not required to take COE.
- Secondary memberships can also be excluded as they are meeting the requirement by the primary Realtor® Association.
- Membership Level: are we looking for a list of agents with a specific membership level?
- Membership Category: if you have several membership types under a certain category, you can use this filter to report on them as a group rather than selecting them individually under the Membership Type filter.
- Tags: does the contact contain a specific tag or tags?
- State/Province: does the contact have a specific state/province in their address?
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(Optional) Enter any Additional Criteria/Filters as needed. Click the small plus
on the left to add additional criteria/filters. We don't need any additional criteria for this report, so this will remain empty.
- (Optional) Select Display Options. The report is set up with default fields to display; you may add or remove fields by clicking on the Fields to Display drop-down arrow and searching or scrolling for the field you want to include. To add a field to the display options, enable the checkbox to the left of the field name. You may wish to add the “M1 ID” field.
- (Optional) Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. (Summarize options are listed alphabetically in the dropdown, but recently/commonly used selections will "stick" to the top of the list.) You may wish to select “Primary Business” in order to group the results by the office that the agent belongs to. This will allow you to better assist the brokers with their office.
- Click Run Report.
See the following for Common Report Functions:
- Export Reports
- Email Reports
- Add Report Contacts to a List/Committee
- Mailing Labels
- Save a Report as a New Report
- Save a report as a Favorite Report
- Report Filtering Options