Agent Count Report

Overview:

In this article, we will discuss how to find and use the Agent Count Report. Please find the available resources below.

Permission Level: Admin

Report Details: 

• This report lists all agent count changes over the last three years.
• A helpful report to quickly view the number of agents at the beginning of a specific day, where an activation or termination of an agent has occurred.
• Ability to run a report based on:
  • Current Month
  • Current Quarter
  • Current Year
  • Last Month
  • Last Quarter
  • Last Year
  • Last 365 Days
• Includes a time chart showing agent count over time. Hover over any points on the graph to see an agent count for that day.
• Displays date, total agent count, office, agent name, status (active/terminated), and a message. The message includes which admin made the change.
• Ability to view Office Summary, which includes office name, starting count, new hire, terminated, reactivated, ending count, and % change.
• Ability to sort each column in the table.
• Ability to export to CSV/Copy. 

Important to know:

• The agent count will not reflect any changes until the following day.
  
• If an agent transfers from one office to another, the system will not record the transfer; however, the total amount of the two offices will be changed. As a result, the transfer will not affect the data for new hires or terminations, only the ending count.