{"id":3290,"date":"2020-05-06T14:56:21","date_gmt":"2020-05-06T18:56:21","guid":{"rendered":"https:\/\/www.paperlesspipeline.com\/blog\/?p=3290"},"modified":"2020-12-07T14:16:29","modified_gmt":"2020-12-07T19:16:29","slug":"custom-shortcuts-for-real-estate-transaction-reports","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/custom-shortcuts-for-real-estate-transaction-reports","title":{"rendered":"How to Create Custom Transaction Report Shortcuts"},"content":{"rendered":"\n<p>For more than 80k real estate professionals, Paperless Pipeline is the essential hub for <a href=\"https:\/\/www.paperlesspipeline.com\/real-estate-transaction-management#tx-features-top\">transaction management<\/a>. And, with more than 2 million transactions closed in the system, it\u2019s the critical tool necessary for creating <a href=\"https:\/\/www.paperlesspipeline.com\/blog\/3-ways-to-generate-custom-real-estate-transaction-reports\">transaction and production reports<\/a>.<\/p>\n\n\n\n<p>To help make Transaction Reports <em>even more helpful<\/em>,<strong> <\/strong>we\u2019re introducing<strong> Custom Transaction Report Shortcuts.&nbsp;<\/strong><\/p>\n\n\n\n<p>Now, you can now create and store your own custom reports for instant access anytime, <em>anywhere<\/em>. Check out some popular examples below, and try them for yourself! <\/p>\n\n\n\n<p><strong>Need to see all transactions that are closing tomorrow but that still have incomplete tasks? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2070\" height=\"556\" src=\"http:\/\/173.255.211.166\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts.png\" alt=\"\" class=\"wp-image-3321\" srcset=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts.png 2070w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-300x81.png 300w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-1024x275.png 1024w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-768x206.png 768w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-1536x413.png 1536w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-2048x550.png 2048w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Incomplete-trasnactions-closing-tomorrow-Paperless-Pipeline-Custom-Report-Shortcuts-500x134.png 500w\" sizes=\"auto, (max-width: 2070px) 100vw, 2070px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Try it: <a href=\"https:\/\/app.paperlesspipeline.com\/tx\/?q=&amp;status=&amp;date=close&amp;opening=&amp;closing=&amp;date_range=tomorrow&amp;side=&amp;location=&amp;label=&amp;commissions=&amp;checklist=i\">Incomplete Transactions Closing Tomorrow \u2192<\/a><\/p>\n\n\n\n<p><strong>Want to review all new transactions that were added to your account today?&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2072\" height=\"552\" src=\"http:\/\/173.255.211.166\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts.png\" alt=\"\" class=\"wp-image-3325\" srcset=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts.png 2072w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-300x80.png 300w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-1024x273.png 1024w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-768x205.png 768w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-1536x409.png 1536w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-2048x546.png 2048w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/New-transactions-added-yesterday-Paperless-Pipeline-Custom-Report-Shortcuts-500x133.png 500w\" sizes=\"auto, (max-width: 2072px) 100vw, 2072px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Try it: <a href=\"https:\/\/app.paperlesspipeline.com\/tx\/?q=&amp;status=&amp;date=add&amp;opening=&amp;closing=&amp;date_range=today&amp;side=&amp;location=&amp;label=&amp;commissions=&amp;checklist=\">Transactions Added Today \u2192<\/a><\/p>\n\n\n\n<p><strong>Want to see all transactions that went under contract last week? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2072\" height=\"552\" src=\"http:\/\/173.255.211.166\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts.png\" alt=\"\" class=\"wp-image-3328\" srcset=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts.png 2072w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-300x80.png 300w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-1024x273.png 1024w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-768x205.png 768w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-1536x409.png 1536w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-2048x546.png 2048w, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/uploads\/2020\/05\/Transactions-with-accepted-date-last-week-Paperless-Pipeline-Custom-Report-Shortcuts-500x133.png 500w\" sizes=\"auto, (max-width: 2072px) 100vw, 2072px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Try it: <a href=\"https:\/\/app.paperlesspipeline.com\/tx\/?q=&amp;status=&amp;date=accept&amp;opening=&amp;closing=&amp;date_range=last-week&amp;side=&amp;location=&amp;label=&amp;commissions=&amp;checklist=\">Transactions Accepted Last Week \u2192<\/a><\/p>\n\n\n\n<p><strong>Want to create your own custom Shortcuts? <\/strong>Sign into your <a href=\"https:\/\/www.paperlesspipeline.com\/\">Paperless Pipeline<\/a> account or set up a <a href=\"https:\/\/app.paperlesspipeline.com\/accounts\/register\/\">free trial<\/a> today and start creating your own custom transaction report shortcuts!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Create Your Own Custom Shortcuts:&nbsp;<\/h2>\n\n\n\n<p>After running a transaction search or sort in Pipeline, you&#8217;ll now have the option to save that search to a new Custom Shortcuts menu. <\/p>\n\n\n\n<p>You can give your shortcut a name, select an icon to represent your report, and then access your report anytime from the left menu. <\/p>\n\n\n\n<section class=\"wp-block-pipeline-wp-pipeline-cta pp-cta-section\"><article class=\"pp-cta\"><img decoding=\"async\" src=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/plugins\/pipeline-blocks\/src\/images\/grow-your-company.png\" srcset=\"https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/plugins\/pipeline-blocks\/src\/images\/grow-your-company.png, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/plugins\/pipeline-blocks\/src\/images\/grow-your-company@2x.png 1.5x, https:\/\/www.paperlesspipeline.com\/blog\/wp-content\/plugins\/pipeline-blocks\/src\/images\/grow-your-company@2x.png 2x\" alt=\"grow your company\"\/><div><h2 class=\"pp-h2\">Ready to simplify your process and delight your agents?<\/h2><p class=\"pp-p\">In less than a minute you can start testing the newest features built to help your entire office close more deals. It&#8217;s simple, powerful, and 100% free to try <span class=\"underline\">without<\/span> a credit card.<\/p><a href=\"https:\/\/app.paperlesspipeline.com\/accounts\/register\/?utm_source=cfc\" class=\"btn green\">Try it free \u2192<\/a><\/div><\/article><\/section>\n","protected":false},"excerpt":{"rendered":"<p>For more than 80k real estate professionals, Paperless Pipeline is the essential hub for transaction management. And, with more than 2 million transactions closed in the system, it\u2019s the critical tool necessary for creating transaction and production reports. To help &hellip; <br \/><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/custom-shortcuts-for-real-estate-transaction-reports\" class=\"excerpt-continue-reading\">Continue reading <span class=\"meta-nav\">&raquo;<\/span><\/a><\/p>\n","protected":false},"author":12,"featured_media":3611,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,13],"tags":[],"class_list":["post-3290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-features-in-paperless-pipeline","category-real-estate-transaction-management-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create Custom Transaction Report Shortcuts<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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