There is no custom report builder in BrokerChamp, and this page explains what to do instead: filter one of the built-in reports and export it.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
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.
How to track new-agent onboarding progress across the brokerage including status, completion dates, recruiter, and referrer.
How to see every compensation plan in use, how many agents are assigned to each one, and the full agent roster per plan.
Example: Creating a "Q1 2024 Top Sales Agents" custom report. Steps: 1. Navigate to Agent Reports 2. Apply filters: - Year: 2024 - Month: (leave blank for all months) - Status: Closed - Type: Sales 3. Export to CSV 4. Open in Excel and: - Sort by "Net Compensation" descending - Add a "Quarter" column with formula: =IF(MONTH(closed_date)<=3,"Q1","") - Filter to show only Q1 transactions - Create a bar chart of top 10 agents Result: A custom report showing top-performing sales agents for Q1 2024 with visual charts.