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Code of Ethics - Agents Completed Report

Updated

The Code of Ethics - Agents Completed Report provides you with a way to identify agents who have completed their required training courses for the current period. This report gives 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 Who Have Completed Training

  1. Click Reports in the Navigation Panel. 
  2. Use the Quick Filter  or the Customize Filter  to apply the Contacts category. 
    Using the Quick Filter to select the Contacts category.
  3. Select the Code of Ethics - Agents Completed Report. 
  4. Select your search filtering criteria.
    • Date Range: Enter the date range you’d like to see completed training. e.g. For Cycle 7 you would enter 01/01/2022 – 12/31/2024.
    • Membership Status: are we looking for a member, a non-member, a dropped member, etc?
    • 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?
  5. (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.
  6. (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.
  7. (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.
  8. Click Run Report.

How to See if Courses Have Synced to M1

A column is available in the Code of Ethics - Agents Completed Report called "Synced to M1". The Real Estate Error Log shows errors for any education items in the Education tab. From the Education tab, it can be tough to know which class/training the errors are associated with, so we recommend using the best practice option of using the Code of Ethics - Agents Completed Report with the Synced to M1 column. This report provides a class-by-class view of whether the sync to M1 has been successful. 

Where to Find

  1. Access the Code of Ethics Completed report.
  2. Under Fields to Display, add Synced to M1. 

 

See the following for Common Report Functions:

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