Building a report

Reports opens on a list of reports down the left and one report on the right. Pick a report TED has already built for you — a TED starter — or shape your own answer to a question: which dataset, which dates, which deals, grouped how. Every report says exactly which dates and deals it counted, so you never have to guess.

Finding a report

The list on the left has:

• New report — start a blank report.
• Search reports — type part of a name to narrow every section at once.
• Pinned — your pinned reports, when you have any. See Saving, sharing and pinning below.
• TED starters — 26 ready-made reports, such as Open pipeline by stage, Contingencies ending this week (pending contingencies on the purchase contract or the buyer contract that expire in the next seven days, by day, on open deals), Profit by lead source, Closed profit by month, Cancellations by reason, Time in stage, Expenses by category (this quarter), two for flips: Flips in flight (every flip not yet sold, by project status, with days held, daily burn and current projected net profit) and Flip results (this year) (each flip sold this year, its ARV and profit at approval next to the sale price and the profit it made), Offers per buyer, Top vendors, three scorecards: Buyer scorecard (your buyers by response rate), Vendor scorecard (what you've paid each vendor), and Lender capacity (each lender's open deals next to the deals they funded), and Coverage gaps (every state, county and market you've had a deal in over the last 12 months, with how many active buyers cover it — the ones with none first). Reports opens on Open pipeline by stage.
• My reports and Team reports — reports you or your team have saved, when there are any. A report on the team list shows the first letter of its author's name. Open the ⋯ menu on a saved report's row for Pin, Duplicate, and Delete.
• Tools — Workload, Agent performance, and QuickBooks Export if your team is in that beta.

The original report tabs (Pipeline, By Lead Source, By Rep, Closed P&L, Pipeline Forecast, Fallout, Rep Comparison, Deal Velocity) are now TED starters with the same numbers — searching for an old name finds the starter that replaced it. See Where the original reports went for which is which.

The small label on each row is the dataset the report is built on. On a narrower screen the list is tucked away — select Reports at the top of the page to open it.

Each report has its own link, so you can bookmark one or send it to a teammate who has Reports access. Older links to the original report tabs, such as Closed P&L, open the starter that replaced that tab. If a saved report has been deleted or is no longer shared with you, you'll see "That report no longer exists" and land on Open pipeline by stage.

What a report counts

Under the report's name you choose what goes into it. The report re-runs by itself a moment after each change.

• Dataset — what one row is. Deals is one row per deal; the others count something else: Time in stage, Offers, Expenses, Flip projects, Buyer contracts, Vendors, Showings, Contingencies, Automator tasks, Commissions, Bonus payouts (if your plan includes bonus plans), Contacts, and Buyer coverage. Changing the dataset starts the report over with that dataset's first six columns.
• Contacts is one row per contact (archived contacts left out): their types, buyer tier, owner, last contacted and next follow-up, the states they cover, and how they've done with you — deals sent, response rate, offers, deals bought, buyer contracts closed and fell through, deals funded and open as a lender, and their average rating. Filter by Types or Buyer tier, or group by Owner to compare books. The deal numbers count only deals you can see. Offers and Buyer contracts also show the Buyer's response to the deal (interested, pass, or replied) and whether the Buyer clicked the deal email.
• Showings is one row per showing: its Showing date, Showing status, how it was Booked through, Access, the Buyer, the Buyer's agent and Buyer brokerage, the Vendor / runner, and the feedback logged after it — Feedback interest, Price opinion and Objections. Group by Address and average Price opinion to see what buyers think each property is worth.
• Contingencies is one row per contingency, on either contract: its Contract side (purchase — your contract with the seller — or sale, the buyer's), Contingency type, Deadline, Contingency status (pending, resolved or waived), Resolved / waived on, Days to deadline (0 is due today, a negative number is past due) and the Deal. On the buyer side only the active buyer contract counts — a contract that fell through is history. Filter Contingency status to pending and Days to deadline between 0 and 6 to see what ends this week (the Contingencies ending this week starter does exactly that). The deal's own status is still the Deals that count setting.
• Expenses is one row per expense logged on a deal or a flip project: its Category, Phase (buy, hold or sell), Source (out of pocket or settlement statement), Project, Loan, Has receipt, Amount, Expense date, Description, Vendor, Payment status, Payment method, Paid date and Invoice number, next to every field of the deal it belongs to. An expense logged on the project itself (such as rehab or a month's loan interest) has no deal, so its deal fields are blank. Every category is a row, earnest money included. Group by Category and total Amount to see where the money went, or by Project then Phase to see what each flip cost to buy, hold and sell. The per-expense Amount column is hidden for roles without Transactions access (the deal's Financial tab); without that you still see every other expense field.
• Flip projects is one row per flip: its Project, Project status, Project manager, Days held, Days on market, Buy funded and Sale funded dates, and its P&L as of today — ARV, Rehab budget, Purchase price, Sale price, Acquisition, Financing, Rehab, Holding, Selling, Total cost, Revenue, Net profit before commissions, Current projected net profit, Commissions, Net company profit, Net proceeds expected and received, and Daily burn — plus the ARV, Rehab budget and Projected profit at approval once the project's underwriting is frozen. These are the same numbers as the project's P&L tab. The deal fields are the buy deal's. The project's own money columns are hidden for roles without Transactions access; the buy deal's columns marked "(per deal)" follow the same rules as on Deals. On Deals, a deal in a flip shows its Project and Project side (buy or sell); the resale deal also shows the project's Days held, and its Revenue, Expenses and Net Deal Profit are the project's — the buy deal's are blank, so a flip counts once. Those project figures are blank for roles without Transactions access.
• Buyer coverage is one row per state, county or market you've had a deal in over the last 12 months (open now, created, or closed in that time — canceled deals don't count): its Deals (last 12 months), its Active buyers — buyers with an active buy box there, plus buyers with nationwide coverage — and whether it's a gap (no buyers) or thin (one or two). Archived buyers and buyers marked "Not a buyer" don't count.
• Filter dates by — which date the report filters on, such as Created, Contract date, or Closed date (funded, else closed, else planned). Choose No date filter to count everything.
• Date range — appears once you've picked a date. Options run from This month and Last 12 months to Next 90 days; Custom shows From and To fields.
• Deals that count — select one or more statuses (Active, For Sale, Pending Sale, Closed, Funded, On Hold, Canceled) to count only those, or All.
• Only my deals — count only deals you're assigned to.
• Add filter — narrow by any field: pick the field, a condition (for example is, contains, is at least, is between, is blank), and a value. Each filter shows as a chip — select it to change it, or the × to remove it. A report holds up to 20 filters. On a Multi-Select custom field, is and is any of match a deal that has that choice among its picks, and contains matches one whole choice — "Flip" finds deals with Flip picked, not Fix & Flip.

The Dates chip is always on screen. It reads, for example, "Dates: Closed date (actual, else funded, else closed, else expected) · Last 12 months" followed by the exact dates, or "Dates: No date filter" — a report never applies a date you can't see. On a report dated by the closed date, point at the chip (it has a small ⓘ) to see which date that is for each deal and where a deal with no date at all went.

Deals that count and Only my deals don't appear on Bonus payouts, Contacts or Buyer coverage, because a bonus payout, a contact or an area isn't tied to a single deal.

Agent performance: each rep's book

Agent performance, under Tools, has a Book section: one row per teammate showing how they're working the contacts they own, for the dates you pick (This month to start; QTD, YTD or Custom).

• Contacts owned — contacts they own today (archived ones left out).
• Touches — texts sent, outbound calls, and emails to a team contact in the period, with the split shown under the number.
• Follow-ups done — follow-ups marked Done in the period.
• Overdue follow-ups — contacts they own whose next follow-up date has passed. This is as of today, whatever dates you picked.
• Book deals sold — closed or funded deals in the period whose buyer they owned when the deal closed (dated by the funded date, else the closed date, else the planned closing date).
• Response rate — of the deals emailed to buyers they own in the period, how many those buyers answered (a reply, a response, an offer or a contract), with "1 of 3" underneath.

A Team total row sits underneath. Ownership is whoever owns the contact now — if a book is handed to someone else, its history goes with it — except Book deals sold, which stays with whoever owned the buyer when each deal closed (the same rule bonus plans use). Deal numbers by rep (closed deals, profit, days to close) are in the Rep comparison starter; for deals sold from each rep's book, use Book deals sold here.

Shaping the report

The panel on the right (or Edit shape on a narrower screen) has three sections:

• Columns — tick the fields to show, up to 30. Use Search columns to find one. Columns appear in a fixed order, not the order you tick them. On Deals, the Dates group has every closing date: Original closing date, Extended closing date, Expected closing date (extended, else original), Actual closing date (the day it really closed), plus Days slipped (actual vs original closing) — how many days late (or, if negative, early) the deal closed against its original date — and Times extended, how many times someone set an extended closing date. It's at least 1 whenever an extended date is set, and it counts changes recorded since field history began. The Contract group has the earnest money: EMD amount, EMD due date, EMD received date, EMD held by, and EMD status — Received once the received date is set, Overdue when it's past due and not received on a deal still in progress, Due when a due date is set, Forfeited when the deposit was forfeited on a canceled deal, otherwise None. Filter EMD status to Overdue to list every deposit that's late. (On Buyer contracts, the EMD amount, received date and held by columns are the buyer's — Buyer EMD amount, Buyer EMD received and Buyer EMD held by; on Offers, Earnest money is the amount the buyer offered.)
• Group by — group the rows by one field, and optionally a second under Then by. Grouping by a date lets you pick the period: By day, By week, By month, By quarter, or By year. Choose No grouping — list every row to go back to a plain list. To see who sends you the most deals, group the Deals dataset by Lead source contact — the person (or, when no person is picked, the company) chosen under Who sent it? on each deal. Two people with the same name stay two groups. To see who buys the most deals, group Deals by Buyer (under Parties) — the deal's buyer, which follows the buyer on its active buyer contract — or add a Buyer filter to list one buyer's deals. The Title group on Deals has the deal page's Title company, Title POC, Title status, Title ordered date, Title clear date and Escrow / file number. Group by title company, status or either date; to find deals with no title company assigned, add the filter Title company is blank.
• Measures — what to total for each group. Count is always shown. Select Add measure to add a Total, Average, Lowest, or Highest of a field, up to 6 measures in all.

A grouped report ends with a bold Total row covering everything the report counted. An average in that row is the true average across all the rows, not an average of the group averages.

Some fields can't be totaled or averaged. On every dataset except Deals, a field that belongs to the deal — labeled "(per deal)", like "Revenue (per deal)" — repeats on each row of that deal, so adding it up would count it several times. TED only offers those under Lowest and Highest. To total deal money, use the Deals dataset.

Select a column heading to sort by it; select it again to reverse the order, and a third time to clear the sort.

Reading the results

• In a plain list on a dataset with deals, the address is a link, and selecting a row opens that deal in a new tab.
• A list shows 200 rows at a time — use Previous and Next.
• A blank value shows as a dash (—), never as $0.
• On the Deals dataset, a heading such as Total Net Deal Profit, Total Revenue or Average Days to close has a small ⓘ — point at it for the definition Ask TED uses for the same figure.
• A group with nothing in its grouping field shows as Not set. Rows with no date in the field you're filtering by are kept together under No date rather than dropped.
• In Closing forecast (next 90 days), open deals whose expected closing date has already passed are kept together in an amber Overdue — N deals group at the top, with its own count and total. They're counted in the Total row too, and No date stays last. Closed, funded and canceled deals never show there. Move the deal's closing date (or set an extended one) to put it back in a month. If you group that report by something other than its closing date, or choose All time, the Overdue group goes away.
• A grouped report shows up to 1,000 groups.

A line under the table tells you what the numbers leave out — for example, "12 deals have no projected sale price (shown blank)", "2 deals are past their expected closing date (in the “Overdue” group)", "3 deals have no expected closing date (in the “No date” group)", or "Net Company Profit hidden for your role". If it isn't there, nothing was left out.

Seeing a grouped report as a chart

When a report is grouped, a Table / Chart / Both switch appears above the results. It starts on Table. Pick Chart to see the answer as a picture, or Both to see the chart above the table. A plain list of rows has no switch, because there's nothing to chart. TED remembers your choice for your team on this browser. It isn't saved with the report, so a teammate who opens the same report sees their own view.

• Grouped by one field (such as Lead source) — a bar chart with one bar per group, longest first. If the report has more than one measure, a Measure menu above the chart lets you pick which one the bars show. It starts on the first money measure, or Count if there isn't one. Changing it redraws the chart straight away.
• Grouped by a date with a period (such as Closed date, By month) — a line chart in date order, with the names of the lines in a key above it. All the lines share one side axis, so they share one kind of number. If the report has any money measure, the chart draws the first three money measures, in the order they appear in the report, and the side axis is in dollars. If it has none, the chart draws up to three plain number measures, such as total days and average days together. Measures that aren't numbers, like an earliest or latest date, are never drawn. Count is drawn only when nothing else can be. Any measure the chart leaves out is named under it, for example "Not shown: Count, Avg days in stage". Point at a period to see every line's own figure. A period with nothing in it still gets a point: counts and totals read zero, and averages, lowest and highest leave a gap in the line.
• Grouped by two fields — the chart shows the first one only, and says "Chart shows … only" under it. The table still shows both.

A line under the chart tells you what it leaves out. The Not set, No date and Overdue groups aren't charted, and the line names which one was left out. A bar chart shows the 30 biggest groups and says "Chart shows the top 30 of 45 groups" when there are more. The line under the table about blank values stays in place beneath the chart.

Saving, sharing and pinning

Saving is on the Team plan and up. On the Solo plan you can still run every report and export it, but Save, Duplicate, and Pin show a lock — select one to see what to upgrade to. See Choosing a plan and billing.

• Save as… — on a TED starter or a new report, the teal button at the top right. Give the report a Name (up to 80 characters) and an optional description, and choose who can open it. Private keeps it under My reports. Team shares it under Team reports for everyone with Reports access. Team is greyed out with "Sharing needs full Reports access" if your role only lets you view reports. After you save, TED opens your saved report and confirms with "Saved to My reports" or "Shared with the team".
• Save — on a report you saved, the same button saves your changes to that report. It's available once you've changed something; "Unsaved changes" beside the report's name shows when there's something to save. If you try to leave through the list with unsaved changes, TED asks whether to discard them.
• Save as copy — on a teammate's report you can't edit, the button saves your own copy instead. Only a report's author or a team admin can change it.
• Duplicate — makes a copy named with the original name followed by "(copy)" that you can change without touching the original. A copy of a TED starter remembers which starter it came from.
• Pin — the star button puts a report in Pinned at the top of the list; select it again to Unpin. Pins are yours alone.
• Report settings — in the three-dot menu on a report you can edit, to rename it, change its description, or switch it between Private and Team.
• Delete report — also in the three-dot menu. TED asks first. A deleted report disappears for everyone it was shared with, and from anyone's pins. Its author or a team admin can delete it.

Exporting

Export CSV sits beside Pin and Duplicate at the top right of the report and works on every plan. It downloads the report as a spreadsheet file named after the report, up to 20,000 rows. For a grouped report, the file holds the individual rows behind the groups, with the columns you ticked under Columns — not the grouped totals. The button is unavailable while the report is still running.

Asking Ask TED to run a report

Ask TED can run any TED starter, and any saved report you can open, and answer from its numbers. Ask in plain words — "How many deals are in our pipeline by lead source?" or "What closed last quarter by rep?" — or name the report you want.

• Ask TED tells you what it counted and over which dates, the same way the Dates chip does.
• You can ask for a change for that one answer: a different date range, different statuses, only your deals, a different grouping, or an extra filter. The saved report itself isn't changed.
• Totals come from the report's own Total row.
• "By rep" with no role named means the acquisitions rep. Ask for the TC or Dispo version if that's the one you want.
• If the name you give fits more than one report, Ask TED asks which one you mean.
• A long report is cut short in chat — up to 25 rows of a plain list, or 50 groups — and Ask TED says so. Open the report on the Reports page to see all of it.

The same limits apply as on the Reports page: Ask TED only counts deals you're allowed to see, tells you when a money field is hidden for your role instead of guessing it, and can't run a starter that shows a lock.

Ask TED runs reports that already exist. It can't build a new report from a question, or save one — do that on the Reports page. To run reports through Ask TED, your role needs full Reports access, not view-only.

Common issues

• "No rows match these filters" — nothing fits every filter at once. Select Clear filters to remove the filters and count every status. The date range stays as it was — widen it or choose No date filter if the report is still empty.
• "The report took too long to run" — narrow the date range or add a filter, then select Retry.
• "TED can't run this report as it's set up" — the message names the setting to change, such as a field that can't be totaled.
• "This starter needs the … dataset" — that dataset isn't available to your team yet. Pick another report, or select Start a new report.
• "You already have a report with this name" — pick a different name. Names have to be unique among your own private reports, and among the team's shared reports. On a shared report the message reads "Your team already has a report with this name."
• "Someone else saved this report" — a teammate saved it after you opened it. Select Reload Report to see their version (your changes are lost), Save as Copy to keep yours as a new report, or Keep Editing.
• "You can't save this report" — sharing with the team needs full Reports access, and saving reports needs the Team plan. Choose Private, or ask an admin.
• A lock next to a starter — Rep comparison, Deal velocity, and Workload by ACQ need a plan that includes manager analytics. Opening one shows what to upgrade to. See Choosing a plan and billing.

Who can see this

You need Reports access on your role — see Roles and permissions. A report only counts deals you're allowed to see: if your role is limited to deals you're assigned to, every report is limited the same way. Money fields your role can't see are left out and named in the line under the table.