The New Contacts Office Report will allow realtor associations to easily view the agents associated to an office. Add a "summarize by Related Organization" for better visibility.
- Click Reports in the left hand navigation panel
- Click New Office Contacts Report.
- Add desired filtering. For example if you wish to only see those agents that are active you can add a "Contact Membership Status = Active" additional filter.
- Select desired Fields to Display.
- Select desired Summarize By option. For example, to have better visibility into agents associated to a particular office, summarize by Related Organization
- Click Run Report.