Search, Navigation & Reporting

The contact export is an account-wide spreadsheet of everyone added to a transaction, run by master admins. Answers to the common questions about who can run it, what's in it, and what it leaves out. Who can export contacts? Master admins. Th...

The Full Spreadsheet is every transaction in the account, every year, every column, with no row limit. Answers to the common questions about what it holds, who can download it, and how it differs from a year spreadsheet. What does the Full Spread...

The user list and a transaction's checklist each download as their own spreadsheet. Answers to the common questions about what's included, deactivated users, and bulk changes. What's in the downloaded user list? Everything on their profile tha...

Transaction spreadsheets come two ways: a ready-made year, or the exact list you searched and sorted. Answers to the common questions about who can download them, column choices, and the 1,000-transaction limit. Who can download a transaction spr...

A spreadsheet that came up short almost always has one of three causes, and none of them means data is gone from Pipeline. The File Stops at 1,000 Transactions Downloads built from a search are capped at 1,000 transactions to keep them fast, so...

When a number on the Home page doesn't match what you expect, it's almost always a difference in what's being counted — not a lost transaction, task, or doc. Here's what each mismatch means. A Task I Just Completed Is Still Counted The Home pag...

Recently Viewed holds five transactions, updates itself as you work, and can't be pinned or cleared. Answers to the common questions about what's on the list and why. How many transactions does Recently Viewed show? Five. They're the five you...

The blocks count closings, tasks, and docs against what your role can see, and each one opens in place or links to its full page. Answers to the common questions about what the numbers mean and what you can change. Can I add my own stat blocks to...

The Commission Summary counts transactions by their current status and their Close Date, two months and two years at a time. Answers to the common questions about what's counted, how far you can scroll, and who can open it. Which transactions cou...

Comparative Production measures sale prices and transaction counts, never commission, and only for closed transactions. Answers to the common questions about scope, periods, and what the figures are built from. What do the dollar figures measure?...

The Listing Inventory Report counts listing-side transactions that carry a Listing Date in the period you pick. Answers to the common questions about what's included, what the filters do, and why a figure comes back blank. Which transactions are ...

The Pending Inventory Report reads the Sales Price and Total Commission on every pending transaction with a Close Date in your reporting period. Answers to the common questions about criteria, filters, and how it differs from the Commission Summary....

A transaction only lands on a production report when its status, its dates, and your filters all line up. Here's what each report is looking for. Start With the Three Things Every Report Checks Production reports don't read your transactions th...

A shortcut saves the search, filter, and sort you just ran under a name and icon in your left menu, personal to you and re-run fresh on every click. Answers to the common questions about how many you can keep, changing one, who else can see them, an...

Your columns and your sort order are personal preferences, kept for your login in the browser you're using. Most of the time a list that looks wrong is telling you where one of those two got lost. Everything Resets Every Time I Log In A private...

A shortcut is a live search, so a result that looks wrong is usually the search telling you something true. Here's how to read each case. A Shortcut That Used to Work Returns Nothing A shortcut only returns a record when every criterion it wa...

A Transaction Flag is a saved search that marks every matching transaction on your Transactions page, in red, green, or blue. Answers to the common questions about flagging one specific deal, how many flags you get, who else can see them, and how a ...

Global Search reaches every transaction you have access to, in any status, from one box in the upper-left corner. Answers to the common questions about what it searches, which fields you can scope to, and what it won't match. Where is Global Sear...

A search that comes back empty for something you know exists is almost always a matching problem, not a missing transaction. Here's how to spot which one you've hit. The Transaction Exists, But Search Returns Nothing Pipeline matches the exact ...

The Usage by Agent report is a spreadsheet of every user's Pipeline activity over the period you choose. Answers to the common questions about report periods, what each column means, and who can download it. How do I find out who has never logged...