{"id":2725,"date":"2019-03-19T11:29:43","date_gmt":"2019-03-19T15:29:43","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2725"},"modified":"2019-03-19T11:29:43","modified_gmt":"2019-03-19T15:29:43","slug":"run-on-demand-transaction-reports-customize-your-tasks-and-unassigned-docs-lists-hide-completed-tasks-from-transaction-checklists-and-more","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/run-on-demand-transaction-reports-customize-your-tasks-and-unassigned-docs-lists-hide-completed-tasks-from-transaction-checklists-and-more","title":{"rendered":"New: On-demand Transaction Reports and Custom Transaction Checklists"},"content":{"rendered":"<div class=\"list-post-wrapper\">\n<p>New anticipated features are here to enrich your Paperless Pipeline experience:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>\n<h2>Run on-demand transaction reports<\/h2>\n<p>Build <a href=\"https:\/\/help.paperlesspipeline.com\/help\/saving-custom-searches-sorts\">and save<\/a> custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date fields, saving you the time of manually excluding unneeded transactions.<\/p>\n<p><a href=\"https:\/\/help.paperlesspipeline.com\/help\/searching-filtering-sorting-transactions\">Learn more about Advanced Search here \u2192<\/a><\/p>\n<p><!-- disabled by kbk on 4\/15\/19\n\n\n<div class=\"img-wrapper\"><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/On-demand-Transaction-Reporting.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2726\" src=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/On-demand-Transaction-Reporting.png\" alt=\"\" width=\"2076\" height=\"694\" \/><\/a><\/div>\n\n\n--><\/li>\n<li>\n<h2>Hide completed tasks on transaction checklists<\/h2>\n<p>Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click.<\/p>\n<p><a href=\"https:\/\/help.paperlesspipeline.com\/help\/hide-completed-tasks-from-transaction-checklists\">Learn how to hide completed tasks here \u2192<\/a><\/p>\n<p><!-- disabled by kbk on 4\/15\/19\n\n\n<div class=\"img-wrapper\"><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/2019-03-07-1048.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2728\" src=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/2019-03-07-1048.png\" alt=\"\" width=\"850\" height=\"236\" \/><\/a><\/div>\n\n\n--><\/li>\n<li>\n<h2>Customize your Tasks and Unassigned Docs lists<\/h2>\n<p>Display the fields that make the most sense for your workflow, and hide the fields you don&#8217;t need to see. Removing unneeded fields from these pages will also increase space for the fields you do use.<\/p>\n<p><a href=\"https:\/\/help.paperlesspipeline.com\/help\/task-page#6\">Learn to show and hide fields here \u2192<\/a><\/p>\n<p><!-- disabled by kbk on 4\/15\/19\n\n\n<div class=\"img-wrapper\"><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/2019-03-14-1503.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2729\" src=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2019\/03\/2019-03-14-1503.png\" alt=\"\" width=\"2056\" height=\"640\" \/><\/a><\/div>\n\n\n--><\/li>\n<li>\n<h2>More fields displayed on reports<\/h2>\n<p>Several fields can now be viewed on designated Commission Module reports allowing you to analyze commissions and performance more easily. They include:<\/p>\n<ul>\n<li>View Sales Volume on the Commission Summary page<\/li>\n<li>View Listing &amp; Selling Volume on the Commissions &amp; Closings report<\/li>\n<li>View Client Fees on the Agent Commissions report.<\/li>\n<\/ul>\n<\/li>\n<li>\n<h2>Filter Commission Module reports by Transaction Label<\/h2>\n<p>Use the Label filter to report on commission numbers based on transaction type, and generate reports that have only the data you need.<\/p>\n<p><a title=\"\" href=\"https:\/\/help.paperlesspipeline.com\/help\/managing-and-using-custom-transaction-labels\" target=\"_blank\" rel=\"noopener noreferrer\" name=\"\">Learn more about Transaction Labels here\u2192<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>We\u2019ve also released numerous other improvements and fixes to keep you working faster and more efficiently.<\/p>\n<p>So Pipeliners, what\u2019s your favorite new feature this fall? Email <a href=\"mailto:help@paperlesspipeline.com\" target=\"_blank\" rel=\"noopener noreferrer\">help@paperlesspipeline.com<\/a> and let us know!<\/p>\n<p>Want more ways to connect with us? Like us on <a href=\"https:\/\/twitter.com\/ppipeline?lang=en\" target=\"_blank\" rel=\"noopener noreferrer\">Twitter<\/a>, <a href=\"https:\/\/plus.google.com\/+PaperlesspipelineHome\" target=\"_blank\" rel=\"noopener noreferrer\">Google+<\/a>, or <a href=\"https:\/\/www.facebook.com\/paperlesspipeline\/\" target=\"_blank\" rel=\"noopener noreferrer\">Facebook<\/a> to follow feature updates, news, and more from your Paperless Pipeline team.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>New anticipated features are here to enrich your Paperless Pipeline experience&#8230; <br \/><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/run-on-demand-transaction-reports-customize-your-tasks-and-unassigned-docs-lists-hide-completed-tasks-from-transaction-checklists-and-more\" class=\"excerpt-continue-reading\">Continue reading <span class=\"meta-nav\">&raquo;<\/span><\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[46,49,53,59],"class_list":["post-2725","post","type-post","status-publish","format-standard","hentry","category-blog","tag-new-features","tag-paperless","tag-pipeline","tag-release"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New: On-demand Transaction Reports and Custom Transaction Checklists<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paperlesspipeline.com\/blog\/run-on-demand-transaction-reports-customize-your-tasks-and-unassigned-docs-lists-hide-completed-tasks-from-transaction-checklists-and-more\" \/>\n<meta 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