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Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office

Updated

 

To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report:

 

For this example, we will apply the following criteria:

  • Contact Type: Agent
  • Contact Status: Active
  • Additional Criteria/Filter: Primary Business Is Not Empty (this is optional but in our test database we only want agents with a related primary business)
  • Fields to Display: add Primary Contact's Primary Contact Name and (optional) Primary Business
  • Summarize By: (optional) Primary Business (you could also group by Primary Contact's Primary Contact Name to group by broker)
screenshot
The Contacts Report showing our selected criteria

Click Run Report.

screenshot
The report results, showing agents, their primary business (office), and their primary contacts (brokers), summarized by their office name.