The Contacts Report will allow you to create reports containing the NRDS Information that is populated on the Real Estate tab.

Example: you need a report of all Realtor type active agents, with NRDS ID and License number. To generate this report:

1. Click Reports in the left-hand navigation panel
2. Click Contacts Report
3. Add an additional filter of Member Type equals R and the following fields to display (at a minimum) to your report: NRDS ID, NRDS Status, NRDS License Number, Member Type

   

4. Click Run Report

Use the ellipsis menu next to the Run Report button to export your report results, save your report, or add the saved report to your favorites.

You can use the Fields to Display area to review the REALTOR®-specific fields available to filter/display in the report. There are MANY fields available to report on! Search for "real" to find:

• Real Estate - Contact Info: this will show the information noted as Contact Info on the Real Estate tab in the M1 Sync
• Realtors: more fields specific to REALTORS® from the Real Estate tab
• Realtors - Individual: agent-specific fields
• Realtors - Organization: brokerage or office-specific fields

Did you know... you can dynamically update report rosters with the results of reports. By doing so, you will always have an up to date list for communication with just the right agents. See Smart List - Dynamically Update Contacts in Lists/Committee from Report Results for more information. 

Common Report Functions

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options
  • Report Filtering Operators
  • Select Report Fields to Display
  • Reorder Report Fields to Display