.png)
Code of Ethics - Agents Missing Report
The Code of Ethics Missing Report provides you with a way to identify and notify agents who have not completed their required training courses for the current period so that they are not suspended and can remain members of your association. By creating this report and synchronizing to a list, you will be able to e…
Code of Ethics - Agents Completed Report
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/…
Fair Housing Completed Report
The Fair Housing 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 a…
Fair Housing Missing Report
The Fair Housing Missing Report provides you with a way to identify and notify agents who have not completed their required training courses for the current period so that they are not suspended and can remain members of your association. By creating this report and synchronizing to a list, you will be able to eas…
New versus Renewal Paid Invoices Reporting
If you would like to compare revenue of new members versus renewal members for a date range, a report to use would be the Membership Report that includes extra criteria. 1. In the Reports module, select Membership Report. 2. Add Additional Criteria of * Paid Date - Between - and select the dates . AND * Mem…
Store Products report
The Store Products report will generate a list of all of your store products, along with the number sold of each item, and the number of orders for each item. The report may be filtered by date range so you can see what you have sold over a period of time, by specific categories, or saleable item. * Click Repo…
GZ Pay Transfers Details Report
This report provides a detailed view of all credit card transactions processed on a specific date. The goods/services or events associated with a transaction inside a transfer can also be viewed, making this a great report for reconciling deposits. * Select Billing in the left-hand navigation panel. * On the Ov…
