The Code of Ethics - Agents report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association.  GrowthZone will track cycles, and allow you to filter to the current cycle and those missing COE. 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.

1. Click Reports in the Navigation Panel
2. Use the Quick Filter  or the Customize Filter  to apply the Contacts category.

   

3.  Select the Code of Ethics - Agents report.

   

4. (Optional) Select your search filtering criteria.
   • Contact Type: by default this will be Agent.
   • Membership Status: are we looking for a member, a non-member, a dropped member, etc?
   • Membership Type: are we looking for a list of agents with a specific membership type?
   • 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?
   • Missing Code of Ethics for Cycle: you can specify the cycle to review if needed. We're looking agents missing their Code of Ethics for the current cycle, which is Cycle 7, so we'll select that here.

      

     DID YOU KNOW? By default the report is set to report on those agents who are "Missing Code of Ethics for Current Cycle".

      

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. We don't need to add or remove anything for this report, so we'll just leave this as is.

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.) We don't need to group our data for this report, we just need the list of agents missing their code of ethics for the cycle, so we're not going to select anything here either.

8. 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