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Executive Summary PDF Report
The one report in BrokerChamp that comes out as a PDF: where the button is, the date ranges on offer, the eighteen sections you can include, and what is not adjustable.
Updated August 18, 2026
Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Reports and Accounting under Deals & Compensation. On the Company tab, top right, a button reads "Generate a custom Executive Summary Report". It opens a window headed Generate an Executive Summary PDF Report.
Who can run it: any administrator can open the reporting hub. Which sections you are offered depends on your own capabilities and on what your brokerage has switched on, so two admins can legitimately see different checkbox lists.
Note: This is the only PDF in the reporting hub. Every other report exports as CSV. If somebody asks for "the report as a PDF", this is what they mean.
Building One
Step 1: Pick a Quick Date Range: Last Month, This Month (to date), Year to Date, Last 90 Days, Last One Year, Last 3 Years, everything since your brokerage joined, or a specific year from the list.
Step 2: Or use the Custom Date Range instead, with a Start Date and an End Date. Use one or the other, not both.
Step 3: Under Sections to include, untick anything you do not want. They all start ticked.
Step 4: Click Generate PDF.
The Sections
- Highlights and records; Executive summary; Financials; Transaction totals; Top producers; Team performance; Compensation plans; Projected closings.
- Market and relationships; Agent performance KPIs; Sponsorship and license health; Onboarding, recruiting and roster movement.
- Lead generation; Client reviews; Engagement and training; Vendor usage; Monthly trend charts; Platform activity.
Note: Executive summary is always included and its checkbox is disabled, marked always included. Some others only appear when they apply: Lead generation and Client reviews need those features switched on and you need the capability to see them, and the onboarding section needs onboarding data to exist.
Warning: There is no theme or dark mode option, no transaction type filter, and no quarter preset. The date range and the section list are the whole of what you control.
Tip: For numbers you want to work on rather than hand over, use a report and
Export this data instead. The PDF is built for sending to a partner or a board; the CSVs are built for spreadsheets. See
Report Filters and Exports.
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