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How do I pull Transaction Reports in reZEN?

  • Updated

Want to see a report of your transactions? Trying to reconcile your tax documents? Check out the reports feature in reZEN.

Types of Reports

In addition to viewing and managing your transactions directly in reZEN, you can download a csv version of your transactions in reZEN. 

You can access the following reports in reZEN:

  • Closed Transaction Breakdown
  • Pending Transaction Breakdown
  • Terminated Transaction Breakdown

These reports can be useful for viewing line-by-line details of your transactions in a spreadsheet - and also for tax reconciliation and reporting. 

With reports, you can see a line-by-line breakdown of your transactions with key information, such as:

  • Gross Commission
  • Property Address
  • Closing Date
  • Applicable Fees (e.g. transaction fee, Real Split)
  • Equity Contributions
  • Taxes
  • Net Payout
  • Taxable Income

How to pull agent reports - reZEN desktop

You access agent reports by logging into reZEN either through the app or by logging in online. You can access the online version of reZEN at bolt.therealbrokerage.com and use the same credentials you use to log into the mobile app version of reZEN

Step-by-Step:

Login to reZEN

  • Click Reports on the House Icon on the Left for My Dashboard.
  • Scroll down to the Current Cap Cycle area and click on Generate Report.
  • Choose the appropriate report from the dropdown
  • Select the type of report you are looking for:
    Closed Transaction Breakdown
    Pending Transaction Breakdown
    Terminated Transaction Breakdown
  • Select the Period of time you wish to pull the data for:
    Last 3 Months
    Last 6 Months
    Last 12 Months
    Or input your own custom Date Range
  • Click Generate & Download CSV file

 

 

How to pull agent reports - reZEN mobile app

  • Log into your app
  • Once logged in, you will see this dashboard, click in the bottom right-hand corner:


 

  • Click on Reports:


  • Select the Report you’d like to generate and the time frame for the report: 
    Closed Transaction Breakdown
    Pending Transaction Breakdown
    Terminated Transaction Breakdown
  • Select the Period of time you wish to pull the data for:
    Last 3 Months
    Last 6 Months
    Last 12 Months
    Or input your own custom Date Range
  • Click on Generate & Download CSV File. An option will display how you’d like to download the report to your phone. Click on the option. You will now have the report you generated.

If you have any additional questions about pulling agent reports, please contact support by clicking on the Support tab in the app. 


 

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