Question 1

What kinds of reports can I pull?

Accepted Answer

You can answer almost any pipeline question instantly, from ready-made views to fully custom ones. Paperless Pipeline ships with instant reports like Closing in 30 Days, Expiring in 14 Days, Overdue Closings, Date Range, Checklist Status, and Recent Status Change, and you can build your own by searching and filtering across any transaction field. Every result can be downloaded as a spreadsheet. See all features.

Question 2

How do I build a custom report?

Accepted Answer

Use Advanced Search to combine the exact criteria you want, then save it. Open the search area on the Transactions page, stack filters across any field or stat - agent, status, label, closing date, commissions entered, and more - and run it; the matching transactions become your report. Save that search as a shortcut so the report is one click next time. See pricing.

Question 3

Can I report on custom fields we created?

Accepted Answer

Yes. Any custom field you add becomes filterable, sortable, and exportable just like the built-in ones. When you turn on an optional field or create a custom date, list, or text field, it appears on transactions, shows on coversheets, and is included in your downloaded spreadsheet reports - so you can slice your pipeline by the data that matters to your brokerage.

Question 4

Can I save a report and reuse it?

Accepted Answer

Yes. Save any search, filter, and sort as a shortcut and it re-runs on a single click. Shortcuts live in your personal My Shortcuts list on the Home, Transactions, Tasks, and Unreviewed pages, so the views you rely on are always one click away. You can keep as many as you need.

Question 5

How do I get the data out for finance or a spreadsheet?

Accepted Answer

Download any result as a spreadsheet in seconds. After you search and sort, click Download and choose just the displayed columns or every transaction field, and Paperless Pipeline exports the list to a spreadsheet you can open in Excel or Google Sheets. Admins can download these transaction spreadsheets; individual transactions can also be downloaded on their own.

Question 6

Can I connect Paperless Pipeline to my other tools?

Accepted Answer

Yes - through Zapier and Paperless Pipeline's native integrations. Zapier connects Paperless Pipeline to a wide range of apps so a change in a deal can push data to your CRM, accounting tool, or notifications, and Paperless Pipeline also offers native connections including a calendar feed and single sign-on. For numbers headed to a spreadsheet or BI tool, the simplest route is a spreadsheet download. See more features.

Question 7

Where do commission and production reports come from?

Accepted Answer

Financial and production reports come from the Commission Module. Add it on and you unlock around a dozen downloadable reports covering agent production, company performance, and top producers - by location, transaction type, timeframe, or agent - plus automated monthly production emails. The core plan already includes the Commission Summary and Comparative Production views for company-wide production at a glance. See commission features.

Question 8

Can I report across multiple offices?

Accepted Answer

Yes. Leadership sees the whole company and can report across every location, while each office sees only its own. Locations keep offices, teams, and departments separate day to day, but reports can roll up company-wide so you can compare performance across the whole brokerage. Explore multi-office features.

Question 9

Is there a limit on how much history I can report on?

Accepted Answer

No - every transaction in your account stays queryable, with unlimited storage on every plan. There are no archive tiers and no separate fee to reach older deals; closed, expired, and canceled transactions are simply hidden from the default list to reduce clutter and surface again when you search or filter for them. See pricing.

Capability	Paperless Pipeline	Typical seat-based software
Reporting on custom fields	Filter, sort, and export any custom field	Built-in fields only
Saved and shared views	Unlimited, shareable, pinned to dashboards	Per-user only
Ready-made reports	Closing, expiring, and overdue in one click	Build each report from scratch
Getting data out	Spreadsheet and PDF downloads, plus Zapier	Limited or no export
Pricing model	Priced on transactions — unlimited users	Priced per user or per seat

Know what’s closing, overdue, and at risk — without building another spreadsheet.

Answer questions instantly

Report on your own fields

Reuse the answer

Build the answer once, then reuse it forever.

Get the data out in the format finance asks for.

Turn closed transactions into production and commission reporting.

Who uses reports, and for what.

Executive leadership

Office managers

Finance

How reporting compares.

Reporting on custom fields

Saved and shared views

Ready-made reports

Getting data out

Pricing model

Reporting questions, answered.

See what your pipeline can tell you.

Keep exploring