Understand different reports in Box+Dice

Summary

Learn how different reports summarise key business data, including sales, commissions, and buyer activity across the system.

This article covers:

• About reports
• Appraisal reports
• Commission introduced %
• Contact reports
• Management reports
• QR code and contact tracer report
• Sales reports
• Vendor reports

About reports

Reports consolidate data across different areas of the system to provide insights into performance, activity, and financial outcomes. They support informed decision‑making by presenting both summary and detailed information.

Appraisal reports

Appraisal reports provide insight into appraisal activity, performance, and outcomes. They help track opportunities, identify missed appraisals, and measure how effectively appraisals are converted into listings.

• Appraisal list report - Displays selected appraisals with basic details
• Appraisal detail report - Displays selected appraisals with comprehensive details
• Appraisals missed report - Shows cancelled or expired appraisals to identify missed opportunities
• Appraisal conversion report - Compares created appraisals with those converted into listings

Commission introduced % 

Displays the commission introduced percentage per listing and highlights differences against Gross Commission Ex. GST. This allows users to identify listings where the Commission Introduced does not match the “Gross Commission Ex. GST” value.

Contact reports

Contact reports summarise selected contacts and their key information. They are designed to support communication, data review, and quick access to contact details and profiles.

• Contact call list - Lists selected contacts with their contact information
• Contact snapshot report - Displays selected contacts with additional detailed information

Management reports

Management reports provide a financial and operational overview of business performance. They help track commissions, settlements, and overall agency productivity across selected timeframes.

• Commissions report - Shows commissions within a selected date range, including gross, conjunctional, deductions, and adjusted values
• Sales manager's report - Summarises appraisals, auctions, listings, and estimated staff commission
• Funds pending report - Snapshot report sorted by expected settlement date (date filters do not apply)
• Funds released report - Sorted by commission received date and can be run by consultant or office

QR code and contact tracer report

Generates a listing‑specific QR code to capture attendance and produces a CSV attendance report. The QR code can be printed and used at inspections, allowing attendees to scan and register electronically. A Contact Tracer Report is automatically generated, showing who attended and when.

Sales reports

Sales reports present detailed information about listings, transactions, and cashflow. They are used to monitor sales performance, forecast revenue, and analyse listing activity across offices or groups.

• Office cashflow forecast report - Shows expected net cashflow over 6 months per listing
• Corporate cashflow forecast report - Shows expected net cashflow over 6 months per office within the group
• Office statement report - Displays past net cashflow for a selected date range per listing
• Corporate statement report - Displays past net cashflow per office within the group
• Sales report - General report showing listings and key details, including commission splits
• Trust fees outstanding - Displays listings with insufficient funds to cover commissions after stakeholder payouts
• Internal stocklist - Internal listing stock report for agency use
• Listings report - Basic listing report with address and creation details
• Expanded listings report - Detailed version of the listings report
• Upcoming auctions report - Shows upcoming auctions grouped by week, including missing auction dates
• Auction results - Displays auction outcomes, clearance rates, and gross commission

Vendor reports

Vendor reports summarise buyer activity and campaign performance for a listing. They help communicate inspection activity, interest levels, and overall progress to vendors in a clear and structured format.

• Simple vendor report - Summarises buyer leads, interest levels, inspections, offers, and contract activity
• Advanced vendor report - Provides customisable reporting with campaign metrics, listing views, and additional insights
• Online vendor report - Generates a live, shareable report with real-time campaign updates

Events recorded on Buyer Leads include a date and time stamp, which is displayed in Vendor Reports to provide clear visibility of the sequence of activity.

What's next?

Learn how the Reports screen centralises all available reports in one place and how it differs from accessing reports in their original screens.