How filtering and exporting work everywhere in Reports and Accounting: filters apply as you change them, each report has its own set, and Export this data gives you a CSV of exactly what is on screen.
This guide is part of the documentation for active BrokerChamp brokerages.
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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.
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