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Reports

DocJacket has two report surfaces:

  • Reports in the sidebar (under More) shows organization-wide analytics across five tabs - Overview, Agents, Workflow, Payouts, and CMA - with a period picker, per-tab PDFs, and a CSV export of your deals.
  • Reports inside a transaction creates client-ready transaction summaries, checklists, commission statements, and scheduled report deliveries.

Use the sidebar Reports page when you are reviewing the business. Use a transaction's Reports tab when you need to send or download a report for one deal.

The Pipeline page is a separate sidebar page. It is documented here because it is closely related to pipeline reporting and transaction status review, but it is not the same screen as the Reports page.

In this section​

  • The Reports page — What the Overview, Agents, Workflow, Payouts, and CMA tabs show, and how to export deals to CSV
  • Transaction Reports — Generate, send, and schedule transaction-level reports
  • Pipeline View — Use the Pipeline page for transaction, task, and buyer-offer boards