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Understand management reports

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Summary

Learn how management reports provide financial and operational insights, including commissions, settlements, and cashflow across listings.

This article covers:

About management reports

Management reports provide a financial and operational overview of business performance. They track commissions, settlement activity, and listing income, helping offices and consultants review performance across selected timeframes.

Commissions report

Displays all commissions within the selected date range, including gross, conjunctional, deductions, and adjusted commission values, along with listing, selling, and managing commissions at the date of sale.

  • Listing # - Listing ID
  • Current status - Current listing status
  • Price - Sale price as per sales voucher
  • Address - Property address
  • Suburb - Property suburb
  • Commissions - Gross commission
  • Conjunctions - Sum of external conjunctional deductions
  • Deductions - Total deduction amounts
  • Adjusted commissions - Commission minus conjunctions and deductions
  • Listing consultant - Consultants with LIST role
  • Listing consultant commission - Commission for LIST role
  • Selling consultant - Consultants with SELL role
  • Selling consultant commission - Commission for SELL role
  • Managing consultant - Consultants with MANAGE role
  • Managing consultant commission - Commission for MANAGE role
  • Sale date - Date of sale

Sales manager’s report

Provides a summary of appraisal activity, listings, auctions, and estimated staff commission. It also includes totals for listing, selling, and managing commissions for both unsettled and settled properties.

  • Staff - Consultant name
  • No. appraised - Total properties appraised
  • No. of PS - Number of private sales
  • No. of auction - Number of auctions
  • Total listed - Total listings (private sale and auction)
  • Estimated total staff commission - Expected commission from appraisals
  • No. sold - Sold but not settled properties
  • Listing commission - LIST role commission (not settled)
  • Selling commission - SELL role commission (not settled)
  • Manage commission - MANAGE role commission (not settled)
  • Total staff commission - Total commission (not settled)
  • No. settled - Settled properties
  • Listing commission (settled) - LIST role commission
  • Selling commission (settled) - SELL role commission
  • Manage commission (settled) - MANAGE role commission
  • Total staff commission (settled) - Total commission

Funds pending report

A snapshot report showing listings with pending funds, sorted by expected settlement date. Date filters do not apply.

Listings appear if the release deposit date is empty or in the future, and the listing is not hidden.

  • Ledger reference number - Ledger reference ID
  • Ledger names - Trust account ledger name
  • Address - Listing address
  • Listing consultants - LIST role consultants
  • Selling consultants - SELL role consultants
  • Expected settlement date - As per sales voucher
  • Sale date - Day of sale
  • Days on market - Campaign start to sale date
  • Deposit status - Deposit type and paid amount
  • Sale price - Sale price
  • Gross commission - Gross commission
  • Authorised advertising - Advertising authority
  • Total fees - Gross commission + advertising
  • Consultant commissions - Total commission amount
  • Commission deductions - Total deduction amounts
  • Expenses - Commission + deductions
  • Income - Total fees minus expenses

Funds released report

Displays listings where funds have been released, sorted by commission drawn received date. This report can be run by consultant or office.

Listings appear if they meet criteria such as active listing status, valid commission draw dates, and not being cancelled or hidden.

  • Ledger name - Trust account ledger name
  • Address - Listing address
  • Listing consultant - LIST role consultants
  • Selling consultant - SELL role consultants
  • Expected settlement date - As per sales voucher
  • Day of sale - Sale date
  • Deposit status - Deposit details
  • Sale price - Sale price
  • Gross commission - Gross commission
  • Authorised advertising - Advertising authority
  • Total fees - Gross commission + advertising
  • Consultant commission - Total commission amount
  • Commission deduction - Total deduction amounts
  • Expenses - Commission + deductions
  • Income - Total fees minus expenses

Funds pending and funds released reports rely on sales voucher data and listing status to determine which records are included.

Generate and access management reports

Management reports are accessed through the legacy reporting section and provide financial and operational insights across listings, commissions, and settlement activity.

To generate management reports:

  • Go to: Reports
  • Click View Legacy Reports
  • Select Management Reports
  • Configure the filter
  • Select the report you want to generate

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