Step 1

Click the Reports tab, the Select the Gain/Lost tab.

Step 3

Choose the group/agency/manager you'd like to run a report for and then select the report date range. Press Filter to generate the results.

Step 4

This report tracks all new properties and any properties that have been archived. You can see the reasons, source plus what manager actioned the change and when.

Step 5

You can click on each number to see a breakdown and further information.

Step 6

f you need to view any report in Google Sheets/Excel, simply click the CSV option and the file will be sent to your inbox. If you would like a PDF, you can print to PDF from your browser.

Other helpful articles: How to generate Agency Reports, Snapshot, Agency Reports, Efficiency Reports, Data

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