{"id":2358,"date":"2017-04-05T04:10:24","date_gmt":"2017-04-05T08:10:24","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2358"},"modified":"2017-04-05T04:10:24","modified_gmt":"2017-04-05T08:10:24","slug":"monthly-agent-commission-reports-search-transactions-based-on-whether-they-have-a-cda-custom-date-ranges-for-reports-and-more","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/monthly-agent-commission-reports-search-transactions-based-on-whether-they-have-a-cda-custom-date-ranges-for-reports-and-more","title":{"rendered":"Search real estate transactions by commission data!"},"content":{"rendered":"<p>Spring is finally here! Paperless Pipeline\u2019s latest release is blooming with new improvements to keep you productive through the new season.<\/p>\n<p><!--more--><\/p>\n<ul>\n<li><strong>Quickly search a transaction&#8217;s documents:<\/strong> There&#8217;s a new search option above the documents area of every transaction. Use it to instantly locate a document.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/search-tx-docs.gif\" alt=\"Quickly search a transaction's documents\" width=\"940\" height=\"173\"><\/p>\n<p><strong>New improvements to the Commission Module:<\/strong><\/p>\n<ul>\n<li><strong>Agents can now receive a monthly commission report that summarizes their year-to-date and last month&#8217;s production numbers:<\/strong> Turn this feature on or off from the Admin Settings page using the checkbox &#8220;Email monthly production summary to agents&#8221;.&nbsp;<a href=\"http:\/\/help.paperlesspipeline.com\/help\/receive-monthly-production-summary-by-email\">Learn more about receiving monthly production summaries by email here&nbsp;\u2192<\/a><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/production-summary.png\" alt=\"Agents can receive a monthly commission report\" width=\"366\" height=\"101\">\n<p>When this feature is turned on, your agents will receive an email in the first week of each month. This email will include the number of closed transactions, gross commission, net commission, and sales volume.<\/li>\n<\/ul>\n<ul>\n<li><strong>Generate reports based on any date range:<\/strong> From a report&#8217;s &#8220;period&#8221; drop-down list, select the option &#8220;Custom Date Range&#8221;, then specify the desired start and end dates.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/report-date-ranges.gif\" alt=\"Generate reports based on any date range\" width=\"454\" height=\"326\"><\/p>\n<ul>\n<li><strong>Search transactions based on whether they have commission data entered or not:<\/strong> From the Transaction&#8217;s page, go to Advanced Search and use the new &#8220;Commissions&#8221; filter.<\/li>\n<\/ul>\n<p style=\"margin-bottom: 0.5em\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/search-tx-commission.gif\" alt=\"Search transactions based on whether they have commission data entered or not\" width=\"1023\" height=\"288\" style=\"margin-bottom: 0.5em\"><\/p>\n<p style=\"margin-bottom: 2em; text-align: center;\"><a style=\"font-size: 14px; color: #666;\" href=\"http:\/\/help.paperlesspipeline.com\/help\/searching-filtering-sorting-transactions\" target=\"_blank\" rel=\"noopener noreferrer\">Learn other ways to search, filter, and sort transactions here \u2192<\/a><\/p>\n<ul>\n<li><strong>The &#8220;Generate CDA&#8221; option has been renamed to Manage\/Update Commissions:<\/strong> How you enter a transaction&#8217;s commission data hasn&#8217;t changed. Just the menu option now appears as either Manage Commissions or Update Commissions.<\/li>\n<\/ul>\n<p style=\"margin-bottom: 0.5em\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/gen-cda-renamed.png\" alt=\"The Generate CDA option has been renamed to Manage\/Update Commissions\" width=\"348\" height=\"111\" style=\"margin-bottom: 0.5em\"><\/p>\n<p style=\"margin-bottom: 2em; text-align: center;\"><a style=\"font-size: 14px; color: #666;\" href=\"http:\/\/help.paperlesspipeline.com\/help\/manage-commissions\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more about managing commissions here \u2192<\/a><\/p>\n<ul>\n<li><strong>Rename franchise fee to match your company&#8217;s naming conventions:<\/strong> If your office pays a franchise fee but calls it by a different name, now you can specify that name. To see this option, go to Manage Locations in the Admin area, then choose CDA Settings from the desired location\u2019s gear icon.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/rename-franchise-fee.png\" alt=\"Rename franchise fee to match your company's naming convention\" width=\"1590\" height=\"402\"><\/p>\n<ul>\n<li><strong> And many more improvements.<\/strong><\/li>\n<\/ul>\n<p>Happy Spring!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Spring is finally here! Paperless Pipeline\u2019s latest release is blooming with new improvements to keep you productive through the new season.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,4],"tags":[34,45,46,49,50,56,58,59,74],"class_list":["post-2358","post","type-post","status-publish","format-standard","hentry","category-blog","category-features","tag-features-2","tag-new","tag-new-features","tag-paperless","tag-paperless-office","tag-real-estate","tag-real-estate-transaction-management-software","tag-release","tag-transaction-management-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Search real estate transactions by commission data!<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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