This article outlines critical information for setting up the Back Office system to support reporting requirements for Real Living franchisees (an affiliate of Berkshire Hathaway HomeServices).
For the report to successfully display correct information, users will need to configure transaction types.
From File Maintenance > Table Lookups > select Trade Codes
Type A is for Residential or Commercial
Type B consists of Sales Transaction, Lease/Rentals, Referral, Other Income, Property Management and Other.
This must be done for each Lookup value.
To Generate the Reports navigate to Reports > Franchise Reports > Real Living
There are currently two reports available in this folder: a monthly production and the Real Living 360 report used for surveys on all recent closings. The latter can be exported to .csv format for direct import to Real Living’s third party partner provider.