Mar 21, 2023
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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)
Click Run Report.