Pin your filters on Reports!

Pin your filters on Reports!

We're rolling out a pin your filter view slowly on those reports (including the Deal's page) with multiple filter options.
So keep an eye out for the Pin this view link next to the Generate Report button!

Choose your filters and pin them so they're saved!



    • Related Articles

    • Reporting in Loft

      All reporting is filter based, so each report can be generated for any date range, can be based on Closed or Pending transactions, can be based on Agent, Teams, Offices or across the Brokerage as a whole. This list is not exhaustive of the reporting ...
    • Report and Email tags - quick reference

      Below are the following tags that can be used with in any reports or email templates: ADMIN REPORT TAGS Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} ...
    • Admin Reports & Convert Admin Reports/Email Templates to Google documents to Brand!

      Create and add Reports (Admin Report & CDA) We've created the following preset reports for your convenience.  These reports replace the previous Admin Report sections and CDA's. Add Admin Report To add your Admin Report to deals, you first MUST add ...
    • Canada: Preparing T4A Reports

      ** Loft47 generates information to create T4A information, we do not file this information with CRA. See filing information here. For the full tax preparation checklist, click here Tax Settings (Turn on Reporting) Turn on your reporting by adding the ...
    • USA: Preparing 1099 Reports

      Loft47 does not file your 1099 tax reporting, we provide the information not the filing mechanism to file forms either digitally or paper based. We recommend Track1099 or Tax1099 to complete the IRS filing, or send the information to your accountant ...