Introduction to CREST EDG Reports

Transcription

1 9

2

3 Introduction to CREST EDG Reports Introduction to CREST EDG Reports Overview Action Items Reports Report Formats Types of CREST EDG Reports CREST EDG produces many types of reports that help you to maintain your company financial and productivity records. There are also reports to review awards eligibility. The CREST EDG action items reports are described by their name. These reports are generated to determine if you must take some action to maintain and update your people, company, and office records in CREST EDG. All CREST EDG reports are initially displayed on your desktop. Your production reports can be exported to a.pdf, an Excel spreadsheet or a CSV (comma delimited) file. After you have viewed and verified the report and determined it contains the information you want to report, you can convert that data view to another file format that allows you to format, manipulate, re-arrange and sort, and save the report contents. CREST EDG generates summary and detail reports for awards, financial, transaction, production, and tickler production reports Coldwell Banker Real Estate LLC. All Rights Reserved. 9-1

4 CREST EDG Action Item Reports CREST EDG Action Item Reports Overview Access the CREST EDG Action Item Reports The CREST EDG action item reports are available from the CREST EDG home page. These reports are run to prompt you to act on a specific condition that CREST EDG can tell you about in advance. Your successful login into CREST EDG automatically displays the CREST EDG Home page. While you are anywhere else in CREST EDG: Figure 9-1: CREST EDG Home Page From the CREST EDG Main Menu, select: The CREST EDG Home page (partially shown below) appears. Figure 9-2: REPORTS: ACTION ITEMS SUMMARY Page 1. Select the Action Items Summary and Reports link. The REPORTS: ACTION ITEMS SUMMARY page appears. The Counts column lists the number of items that appear on each report. The Reports column gives you a hypertext link to the report name that will run that report. Each of the reports is also linked to its own horizontal navigation button at the top of the page. Continue Coldwell Banker Real Estate LLC. All Rights Reserved.

5 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Duplicate TR Report The Duplicate TR Report lists each record that CREST EDG has identified to have similar characteristics (for example same company name, address) to another record on file. Do one of the following: 1. Select the Duplicate TR Report link in the Reports name column. The REPORTS: DUPLICATE TRANSACTIONS RESULTS page appears. or 2. Select. The REPORTS: DUPLICATE TRANSACTIONS SEARCH CRITERIA page appears. Figure 9-3: REPORTS: DUPLICATE TRANSACTIONS SEARCH CRITERIA Page Duplicate TR Report (Continued) 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the type of real estate transaction to limit the report results to in the Transaction Type field. 5. Select. The REPORTS: DUPLICATE TRANSACTIONS RESULT page appears Coldwell Banker Real Estate LLC. All Rights Reserved. 9-3

6 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-4: REPORTS: DUPLICATE TRANSACTIONS RESULT Page Duplicate TR Report (Continued) The report lists: The office that has the listing in the Off ID field. A hypertext link to the record via the Transaction ID column. The Multiple Listing Service ID number (MLS ID field). The Property Address. The Buyer and Seller names. The status of the record and the side your company represents in the transaction in the Status/Side field End Coldwell Banker Real Estate LLC. All Rights Reserved.

7 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Transactions Due to Expire Report The Transaction Due to Expire Report lists each record that represents a sales listing that is thirty or fewer days from the expiration date on the record. Lease listings are not currently included in this list. Do one of the following: 1. Select the Active TRs Due to Expire link in the Reports name column. The REPORTS: TRANSACTIONS DUE TO EXPIRE RESULT page appears. or 2. Select. The REPORTS: TRANSACTIONS DUE TO EXPIRE SEARCH CRITERIA page appears. Figure 9-5: REPORTS: TRANSACTIONS DUE TO EXPIRE SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the type of real estate transaction to limit the report results to in the Transaction Type field. 5. Select. The REPORTS: TRANSACTIONS DUE TO EXPIRE RESULT page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-5

8 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-6: REPORTS: TRANSACTIONS PAST CLOSE DATE Page Transactions Due to Expire Report (Continued) The report lists: The office that has the listing in the Off ID field. The type of transaction listed (TR=Sales listing) in the Type field. The hypertext link to the record via the Transaction ID column. The address on file in the Property Address field. The current status of the record in the Status field. The looming expiration date in the Expiration Date field. Research the listing with the sales agent on file to determine if the client intends to continue to sell or lease the property. End Coldwell Banker Real Estate LLC. All Rights Reserved.

9 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Pending TR's Past Estimated Close Date Report When a buyer signs a contract of intent to purchase a commercial sales listing, an estimated closing date is calculated and entered into CREST EDG. The Pending TR's Past Estimated Close Date Report lists each listing record that has entered the open/pending status and is nearing or has passed the date you expected to close the deal. Do one of the following: 1. Select the Pending TR's Past Estimated Close Date link in the Reports name column. The REPORTS: TRANSACTIONS PAST CLOSE DATE RESULT page appears. or 2. Select. The REPORTS: TRANSACTIONS PAST CLOSE DATE SEARCH CRITERIA page appears. Figure 9-7: REPORTS: TRANSACTIONS DUE TO EXPIRE SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the type of real estate transaction to limit the report results to in the Transaction Type field. 5. Select. The REPORTS: TRANSACTIONS DUE TO EXPIRE RESULT page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-7

10 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-8: REPORTS: TRANSACTIONS DUE TO EXPIRE RESULT Page Pending TR's Past Estimated Close Date Report (Continued) The report lists: The office that has the listing in the Off ID field. The type of transaction listed (TR=Sales listing) in the Type field. The hypertext link to the record via the Transaction ID column. The address on file in the Property Address field. The current status (always OP) of the record in the Status field. The looming or past estimated closing date in the Est Close Date field. Research the listing with the sales agent on file to determine if the sale is still in progress and if the estimated closing date should be adjusted. End Coldwell Banker Real Estate LLC. All Rights Reserved.

11 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Closed TR's Still Unpaid (10 Days after Closing) Report The franchise agreement between Coldwell Banker Commercial and your company specifies how many days may lapse between the closing of a transaction and the receipt of payment of royalty fees generated as a result. The Closed TR's Still Unpaid (10 Days After Closing) Report lists each record that CREST EDG has identified where the status is Closed and the royalty fee remains unpaid. Do one of the following: 1. Select the Closed TR's Still Unpaid (10 Days after Closing) Report link in the Reports name column. The REPORTS: UNPAID TRANSACTIONS RESULT page appears. or 2. Select. The REPORTS: UNPAID TRANSACTIONS SEARCH CRITERIA page appears. Figure 9-9: REPORTS: UNPAID TRANSACTIONS SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the Commercial Other Income or Real Estate Transaction from the drop down list in the Transaction Type field. 5. Select. The REPORTS: UNPAID TRANSACTIONS RESULT page appears Coldwell Banker Real Estate LLC. All Rights Reserved. 9-9

12 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-10: REPORTS: UNPAID TRANSACTIONS RESULT Page Closed TR's Still Unpaid (10 Days After Closing) Report (Continued) The report lists: The office that has the listing in the Off ID field. The type of transaction selected (COI=Commercial Other Income, TR=Sales Real Estate) in the Type field. The hypertext link to the record via the Transaction ID column. The address on file in the Property Address field. The current status (always CL) of the record in the Status field. The looming or past estimated closing date in the Actual Close Date field. Verify that payment can be made as soon as possible. Go to epay to make payment online. Or, mail the payment overnight to the lockbox or by 1 st Class mail. End Coldwell Banker Real Estate LLC. All Rights Reserved.

13 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Licenses Past Due or Due To Expire Within 30 Days Report When the User Administrator uses the License form to record the license details for each associate in the company/office, he can run this report to learn whose license is about to expire and thereby maintain a timely renewal practice to assure that no lapses, that may incur additional fees occur. The Licenses Past Due Or Due To Expire Within 30 Days Report lists each sales associate whose license is about to expire in fewer than thirty days. Do one of the following: 1. Select the Licenses Past Due or Due To Expire within 30 Days Report link in the Reports name column. The REPORTS: LICENSE DUE TO EXPIRE RESULTS page appears. or 2. Select. The REPORTS: LICENSE DUE TO EXPIRE SEARCH CRITERIA page appears. Figure 9-11: REPORTS: LICENSE DUE TO EXPIRE SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the type of license from the drop down field in the License Type field. 5. Select. The REPORTS: LICENSE DUE TO EXPIRE RESULT page appears Coldwell Banker Real Estate LLC. All Rights Reserved. 9-11

14 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-12: REPORTS: LICENSE DUE TO EXPIRE RESULT Page Licenses Past Due Or Due To Expire Within 30 Days Report (Continued) The report lists: The associate name and sales identification number. The office that person primarily works in the Off ID field. The type of license about to expire. The looming or past expiration date. End Coldwell Banker Real Estate LLC. All Rights Reserved.

15 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Insurance Policy Past Due or Due to Expire Within 30 Days Report When the User Administrator uses the Insurance form to record the insurance details for each associate in the company/office, he can run this report to learn whose policy is about to expire and thereby maintain a timely renewal practice to assure that no lapses that may incur additional fees occur. The Insurance Policy Past Due Or Due To Expire Within 30 Days Report lists each sales associate whose insurance is about to expire in fewer than thirty days. Do one of the following: 1. Select the Insurance Policy Past Due or Due To Expire within 30 Days Report link in the Reports name column. The REPORTS: INSURANCE DUE TO EXPIRE RESULTS page appears. or 2. Select. The REPORTS: INSURANCE DUE TO EXPIRE SEARCH CRITERIA page appears. Figure 9-13: REPORTS: INSURANCE DUE TO EXPIRE SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select the type of insurance from the drop down field in the License Type field. 5. Select. The REPORTS: LICENSE DUE TO EXPIRE RESULT page appears Coldwell Banker Real Estate LLC. All Rights Reserved. 9-13

16 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-14: REPORTS: INSURANCE DUE TO EXPIRE RESULT Page Insurance Policy Past Due Or Due To Expire Within 30 Days Report (Continued) The report lists: The associate name and sales identification number. The office that person primarily works in the Off ID field. The type of insurance about to expire. The looming or past expiration date. End Coldwell Banker Real Estate LLC. All Rights Reserved.

17 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Listing(s) Without Media Attached Report When a sale listing is saved in CREST EDG but no media has been attached to it that record shows up on this report as a reminder to add the photos to the listing. The Listing(s) Without Media Attached Report lists each listing record that has no media or photos attached. Lease listings are not currently included in this list. Do one of the following: 1. Select the Listing(s) Without Media Attached Report link in the Reports name column. The REPORTS: LISTING(S) WITHOUT MEDIA SEARCH CRITERIA page appears. or 2. Select. The REPORTS: LISTING(S) WITHOUT MEDIA SEARCH CRITERIA page appears. Figure 9-15: REPORTS: LISTING(S) WITHOUT MEDIA SEARCH CRITERIA Page Use the default values in each field to list all transactions without media attached. or, 3. Select the office for the report you want to run from the drop down list in the Office Selected field and enter any other field that may limit the search results. 4. Select. The REPORTS: v RESULT page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-15

18 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-16: REPORTS: LISTING(S) WITHOUT MEDIA RESULT Page Listing(s) Without Media Attached Report (Continued) The report lists: The office that has the listing in the Off ID field. The hypertext link to the record via the Transaction ID column. The listing or MLS ID number for the property. The current status (always AC) of the record in the Status field. The address on file in the Property Address field. End Coldwell Banker Real Estate LLC. All Rights Reserved.

19 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Customer Follow-up for Closings of the Past 30 Days Report To assist you with providing the best customer service possible to your clients, this you may want to check in with the customers with whom you have recently concluded business. A satisfied client is often a good source of referrals. The Customer Follow-up for Closings of the Past 30 Days Report lists each sales closing record that occurred within the last 30 days to provide you with a tickler to touch base with that client. Do one of the following: 1. Select the Customer Follow-up for Closings of the Past 30 Days link in the Reports name column. The REPORTS: CUSTOMER FOLLOW-UP FOR CLOSINGS IN THE LAST 20 DAYS RESULT page appears. or 2. Select. The REPORTS: CUSTOMER FOLLOWUP SEARCH CRITERIA page appears. Figure 9-17: REPORTS: CUSTOMER FOLLOWUP SEARCH CRITERIA Page 3. Select the office for the report you want to run from the drop down list in the Office Selected field. 4. Select. The REPORTS: REPORTS: CUSTOMER FOLLOW-UP FOR CLOSINGS IN THE LAST 20 DAYS RESULT page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-17

20 CREST EDG Action Item Reports CREST EDG Action Item Reports (Continued) Figure 9-18: REPORTS: CUSTOMER FOLLOW-UP FOR CLOSINGS IN THE LAST 30 DAYS Page Pending TR's Past Estimated Close Date Report (Continued) The report lists: The office that has the listing in the Off ID field. The hypertext link to the record via the Transaction ID column. The customer name and address. The closing date and the amount of the sale. End Coldwell Banker Real Estate LLC. All Rights Reserved.

21 CREST EDG Staff Report CREST EDG Staff Report Staff Report Run the Staff report to view an individual's personal and position information stored in the CREST EDG. Only persons within the Company or Office who have "User Admin" or "Broker" rights will be able to add, update, and view person information. Persons assigned with "Read Only" rights will also be able to access the PERSON VIEW function and view personnel information. Figure 9-19: STAFF REPORT: SEARCH CRITERIA Page 1. Select r The STAFF REPORT: SEARCH CRITERIA page appears. 2. Use the default values in each field to list all staff for your company and select. 3. Select a position to limit the results to those employees. or 4. Type specific search criteria in the other fields provided and select. The STAFF: SEARCH RESULTS page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-19

22 CREST EDG Staff Report CREST EDG Staff Reports (Continued) Figure 9-20: STAFF: SEARCH RESULTS Page Staff Report (Continued) The report lists: The name of each staff member listed and her sales associate identification number if a sales position is held by that person. The office that has the listing in the Off ID field. The Type field is F (Fulltime) or P (Part-time). The employee start date is shown in the Effective Date field A Terminated Date is shown if the employee is no longer with the office. End Coldwell Banker Real Estate LLC. All Rights Reserved.

23 CREST EDG Transaction Report CREST EDG Transaction Report Transaction Detail Report The transaction report provides you with a list of other income transactions that were systematically or manually generated and sales transactions. 1. Select. The REPORTS: TRANSACTION DETAIL SEARCH CRITERIA page appears. Figure 9-21: REPORTS: TRANSACTION DETAIL SEARCH CRITERIA Page 2. Use the default values in each field to list all transactions for your company and select. 3. Select Commercial Other Income from the drop down list in the Transaction Type field. or 4. Type specific search criteria in the other fields provided and select. The REPORTS: TRANSACTION DETAIL REPORT RESULTS page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-21

24 CREST EDG Financial Reports CREST EDG Transaction Reports (Continued) Figure 9-22: REPORTS: TRANSACTION DETAIL REPORT RESULTS Page Transaction Detail Report (Continued) The report lists: The office that has the listing in the Off ID field. The transaction type in the Type field (TR=sales transaction and COI=Commercial Other Income). The transaction number hypertext link to the record. The Listing or MLS ID number. The current status code assigned to the record. he address on file in the Property Address, City, State, and Zip fields. End Coldwell Banker Real Estate LLC. All Rights Reserved.

25 CREST EDG Transaction Report CREST EDG Transaction Reports (Continued) Transaction Daily Activity Report The Transaction Daily Activity report provides you with a list of other income transactions that were systematically or manually generated on a specific day. 1. Select. The REPORTS: TRANSACTION DAILY SEARCH CRITERIA page appears. Figure 9-23: REPORTS: TRANSACTION DAILY SEARCH CRITERIA Page 2. Use the default values in each field to list all transactions for your company and select. 3. Select Commercial Other Income or Real Estate Transactionfrom the drop down list in the Transaction Type field. 4. Type the date (MM / DD / YYYY) for the transactions to view in the Date field. or 5. Type specific search criteria in the fields provided and select. The REPORTS: TRANSACTION DAILY REPORT RESULTS page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-23

26 CREST EDG Financial Reports CREST EDG Transaction Reports (Continued) Figure 9-24: REPORTS: TRANSACTION DAILY REPORT RESULTS Page Transaction Daily Report (Continued) The report lists: The office that generated the other income in the Off ID field. The transaction type in the Type field (TR=sales transaction). The address on file in the Property Address, City, State, and Zip fields. The listing date, and contract and closing date (if applicable) and commission amounts. The employee who last updated the record. End Coldwell Banker Real Estate LLC. All Rights Reserved.

27 CREST EDG Financial Reports CREST EDG Financial Reports Remittance Report The remittance reports are submitted along with payments made to Coldwell Banker Commercial which is the preferred payment method for those transactions that are not paid online using CREST epay. Figure 9-25: REPORTS: REMITTANCE SEARCH CRITERIA Page 1. Select. The REPORTS: REMITTANCE SEARCH CRITERIA page appears. Figure 9-26: REPORTS: CREATE REMITTANCE Page 2. Use the default values in each field to list all transactions for your company and select. 3. Select Other Income from the drop down list in the Transaction Type field. 4. Select Commercial from the drop down list in the Business Type field and select. The REPORTS: CREATE REMITTANCE page appears. Continue 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-25

28 CREST EDG Financial Reports CREST EDG Financial Reports (Continued) Create Remittance Do one or more of the following: 1. Check the Select field for each transaction being paid. or Figure 9-27: REMITTANCE REPORT Page 2. Choose to check the outstanding transactions only and create a remittance form solely for those transactions. or 3. Choose to check every transaction shown. or 4. Select after every transaction to be included in the remittance is selected. The Remittance Report page appears. The Remittance Statement shows the mailing address where payment should be sent. 5. Select to change the contents of the remittance form by reselecting transactions to pay. 6. Right-click the mouse and select Print from the drop down menu and mail or overnight the check for payment along with the remittance form. Continue Coldwell Banker Real Estate LLC. All Rights Reserved.

29 CREST EDG Financial Reports CREST EDG Financial Reports (Continued) Closed Business Journal Report Use this report to display a list of closed transactions. 1. Select in the horizontal navigation bar. The REPORTS: CLOSED BUSINESS JOURNAL SEARCH CRITERIA page appears. Figure 9-28: REPORTS: CLOSED BUSINESS JOURNAL SEARCH CRITERIA Page Figure 9-29: CLOSED BUSINESS JOURNAL RESULTS Page 1. Select the office from the drop down list in the Office Selected field. 2. Select Commercial Other Income or Real Estate Transaction from the drop down list in the Transaction Type field. 3. Type the From and To dates (MM / DD / YYYY) to define the date range of records to display and select. The CLOSED BUSINESS JOURNAL RESULTS page appears Coldwell Banker Real Estate LLC. All Rights Reserved. 9-27

30 CREST EDG Financial Reports CREST EDG Financial Reports (Continued) Closed Business Journal Report (Continued) Written Business Journal Report The report lists: The office that has the listing in the Off ID field. The transaction type in the Type field (TR=sales transaction or COI=Commercial Other Income). The address on file in the Property Address. The current status of the transaction. The process, estimated close date, close date and paid date for each listed transaction. End Use this report to display a list of written business journal transactions. 1. Select in the horizontal navigation bar. The REPORTS: WRITTEN BUSINESS JOURNAL SEARCH CRITERIA page appears. Figure 9-30: REPORTS: WRITTEN BUSINESS JOURNAL SEARCH CRITERIA Page 2. Select the office from the drop down list in the Office Selected field. 3. Select Commercial Other Income from the drop down list in the Transaction Type field. 4. Type the From and To dates (MM / DD / YYYY) to define the date range of records to display and select. The WRITTEN BUSINESS JOURNAL RESULTS page appears Coldwell Banker Real Estate LLC. All Rights Reserved.

31 CREST EDG Financial Reports CREST EDG Financial Reports (Continued) Figure 9-31: WRITTEN BUSINESS JOURNAL RESULTS Page Written Business Journal Report (Continued) The report lists: The office that has the listing in the Off ID field. The transaction type in the Type field (TR=sales transaction or COI=Commercial Other Income). The address on file in the Property Address. The current Status of the transaction. The Process Date, Estimated Close Date, Close Date, and Paid Date for each listed transaction Coldwell Banker Real Estate LLC. All Rights Reserved. 9-29

32 CREST EDG Month End Reports CREST EDG Month End Reports Month End Reports The month end reports list all of the transactions processed during the previous month. 1. Select r The REPORT PERIODS AVAILABLE FOR OFFICE [0001] page appears. Figure 9-32: REPORT PERIODS AVAILABLE FOR OFFICE [0001] Page 2. Select an office from the drop down list in the Please Select An Office field. 3. Select a Month and Year from the drop down list in the Please Select A Period To retrieve Report(s) and select. The REPORTS: CREATE REMITTANCE page appears. Figure 9-33: REPORTS AVAILABLE FOR PERIOD [February, 2008] Page Continue Coldwell Banker Real Estate LLC. All Rights Reserved.

33 CREST EDG Month End Reports CREST EDG Month End Reports (Continued) Month End Reports (Continued) 4. Hover over one of the report links to display the instruction popup. If you do not have the security access to open the report, you may save it to your local hard drive. 5. Right-click the report title and select Save Target As. The File Download dialogue appears followed by the Save As dialogue. Figure 9-34: MONTH END ACCOUNT SUMMARY REPORT 6. Navigate to the location to save the file and select. The report appears in a PDF window. End 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-31

34 Export Report Data to Microsoft Excel Export Report Data to Microsoft Excel Export Report Data to Microsoft Excel You can export the report data to a Microsoft Excel spreadsheet where you can format and massage the data using the functions available there. From the reports results page: 1. Select. CREST EDG generates the report along with a VIEW REPORT link to allow you to view the results. 2. Right-click the VIEW REPORT link and select Open New Window from the drop down list in the floating menu. A new Browser window containing the report results opens. Figure 9-35: Report Results in New Browser Window 3. Select Edit and Select All from the Browser toolbar. The entire report content is highlighted. Continue Coldwell Banker Real Estate LLC. All Rights Reserved.

35 Export Report Data to Microsoft Excel Export Report Data to Microsoft Excel (Continued) Export Report Data to Microsoft Excel (Continued) 4. Select Edit, Copy from the Browser toolbar. The report content is copied onto the Clipboard. Figure 9-36: Report Content Copied to Clipboard 5. Open Microsoft Excel. The application opens on the Desktop. 6. Position the cursor into cell 1-A1. 7. Right-click inside the 1- A1 cell and select Paste. The report contents are copied into the blank spreadsheet. Figure 9-37: Report Content Copied to Excel Spreadsheet 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-33

36 Export Report Data to Microsoft Excel Export Report Data to Microsoft Excel (Continued) Export Report Data to Microsoft Excel (Continued) 8. Open Microsoft Excel. If you are using Excel 2000, select Data Text to Column. The Convert Text to Columns Wizard Step 1 of 3 dialogues appears. 9. Select to accept the default settings. The data is separated into columns. 10. Format and massage the data for appearance and clarity and save the Microsoft Excel spreadsheet. End Coldwell Banker Real Estate LLC. All Rights Reserved.

37 CREST EDG Production Reports CREST EDG Production Reports Overview Access the Production Reports The production reports are grouped into two categories: Office/Company reports and Sales Associates/Teams. Use care when selecting reports to run to assure that you select the commercial reports. From the Main Menu select. The Select Report page appears. Figure 9-38: The Select Report Page The Awards Commercial Eligibility Report 1. Select the Awards Commercial Eligibility Report link from the Office/Company Detail report list. The Criteria tab appears. Figure 9-39: The Criteria Tab 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-35

38 CREST EDG Production Reports CREST EDG Production Reports (Continued) The Awards Commercial Eligibility Report (Continued) 2. Select the start and end month and year. 3. Clarify the awards level and type. 4. Use the arrows between the Available Offices list and the Selected Offices list to include or omit certain offices from the report results. 5. Select. The report pages appear. Figure 9-40: The Office Awards eligibility/ineligibility Report 6. Select a file format from the drop down list in the Format field and select. CREST EDG exports the report the requested location in the selected format. The Commercial Closed Office Production Report 1. Select the Commercial Closed Office Production Report link from the Office/Company Detail report list. The Criteria tab appears Coldwell Banker Real Estate LLC. All Rights Reserved.

39 CREST EDG Production Reports CREST EDG Production Reports (Continued) Figure 9-41: The Criteria Tab The Commercial Closed Office Production Report (Continued) 2. Select the start and end month and year. 3. Use the arrows between the Available Offices list and the Selected Offices list to include or omit certain offices from the report results. 4. Select the Sort Criteria and the Transaction Status from the drop down list. 5. Select. The report pages appear. Figure 9-42: The Commercial Closed Office Production Detail Report 6. Select a file format from the drop down list in the Format field and select. CREST EDG exports the report the requested location in the selected format. End 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-37

40 CREST EDG Production Reports CREST EDG Production Reports (Continued) The Commercial Closed Sales Transactions Report 1. Select the Commercial Closed Sales Transaction Report link from the Office/Company Detail report list. The Criteria tab appears. Figure 9-43: The Commercial Closed Sales Transaction Criteria Tab The Commercial Closed Sales Transactions Report (Continued) 2. Select the start and end month and year. 3. Select the transaction type from the drop down list in the Transaction Type field. 4. Use the arrows between the Available Offices list and the Selected Offices list to include or omit certain offices from the report results. 5. Select the Sort Criteria select. The report pages appear (shown in PDF format). Figure 9-44: The Commercial Closed Office Production Detail Report 6. Select a file format from the drop down list in the Format field and select. CREST EDG exports the report the requested location in the selected format. End Coldwell Banker Real Estate LLC. All Rights Reserved.

41 CREST EDG Production Reports (Continued) CREST EDG Production Reports The Commercial Sales Detail Inventory Report 1. Select the Commercial Sales Detail Inventory Report link from the Office/Company Detail report list. The Commercial Sales Detail Inventory Criteria tab appears. Figure 9-45: The Commercial Sales Detail Inventory Criteria Tab The Commercial Sales Detail Inventory Report (Continued) 2. Select the start and end month and year. 3. Select the transaction type from the drop down list in the Transaction Type field. 4. Use the arrows between the Available Offices list and the Selected Offices list to include or omit certain offices from the report results. Figure 9-46: The Commercial Sales Detail Inventory Report 5. Select the Sort Criteria select. The report pages appear (shown in PDF format) Coldwell Banker Real Estate LLC. All Rights Reserved. 9-39

42 CREST EDG Production Reports CREST EDG Production Reports (Continued) The Commercial Sales Detail Inventory Report (Continued) 6. Select a file format from the drop down list in the Format field and select. CREST EDG exports the report the requested location in the selected format. End The Sales Production Summary Report 1. Select the Production Summary Report link from the Office/Company Detail report list. The Production Summary Criteria tab appears. Figure 9-47: The Production Summary Criteria Tab The Sales Production Summary Report (Continued) 2. Select the start and end month and year. 3. Select the transaction type from the drop down list in the Transaction Type field. 4. Use the arrows between the Available Offices list and the Selected Offices list to include or omit certain offices from the report results. 5. Select the Sort Criteria select. The report pages appear (shown in PDF format) Coldwell Banker Real Estate LLC. All Rights Reserved.

43 CREST EDG Production Reports CREST EDG Production Reports (Continued) Figure 9-48: The Production Summary Report The Production Summary Report (Continued) 6. Select a file format from the drop down list in the Format field and select. CREST EDG exports the report the requested location in the selected format. End 2008 Coldwell Banker Real Estate LLC. All Rights Reserved. 9-41