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How To Generate Profitability Reports

Administrators can view reports for the company’s gross profitability earned from appraisal orders entered into the system. This is calculated by deducting the appraiser’s fee and other expenses from the appraisal fee. To view revenue reports, follow the steps below: 

 

1. Click on Reports at the top of the Dashboard to display the menu, and then on System Reports. 

€ValueLink' 
Appraisal 
ORDER STATISTICS 
Home 
Orders 
apo 
AVM Reports Qccounts 
System Reports 
Report Builder 
Scheduled Reports 
Performance Analytics 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Switch To Teams Workboard 
Create New Order v 
Today 
No orders were created during this time span 
No orders were created during this time span 
0 
0 
0 
0 
0 
65

 

2. Click on Profitability Reports on the left side menu. 

Order Reports 
Scorecards 
Vendor Reports 
Client Reports 
Staff Reports 
Reviewer Reports 
Salesperson Reports 
Accounts Receivable 
Accounts Payable 
Revenue Reports 
Profitability Reports 
QuickBooks Reports 
SYSTEM REPORTS 
Profitability Reports 
Gross Profit Summary 
Gross Profit Details

 

3. You can view reports by clicking on the names provided. 

SYSTEM REPORTS 
Profitability Reports 
Gross Profit Summa 
Gross Profit Details

 

Once the report is open, you can then Export or mark it as a favorite.  

 

 

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