In this article, you’ll learn how to generate reports from the data you have in Trail. This covers client lists (profiles or contacts), commission reports, products, and activities.
NOTE: You must have admin rights to perform these actions.
How to export client lists
1. In the Contacts page, click on the cloud-like symbol next to where you edit the columns.
2. With this button, you can export either your Profiles or Contacts. Profiles will be all profiles and their key contact details. Contacts are all contacts in Trail.
How to export your commission report
In the reports page, you can view information about your organization’s opportunities, activities, and complaints.
Currently, commission exports are only for mortgage applications. However, you can still view insurance opportunity information on the reports page.
1. Navigate to your reports page, and under ‘Opportunities Completed’ create the view you want to export using the filter options at the top of the page. Don’t forget to press ‘Apply Filters’ to change the data view.
NOTE: Completed can be considered a ‘Won’ opportunity.
2. Once you’re happy with the data shown in the tables above, you can export the report by clicking ‘Download Commission Spreadsheet’ at the bottom of the page.
How to export your products
You could use this if you want to monitor API's, manage anniversaries, or manipulate product data in an external spreadsheet. You can also view products by individual, or on an organizational basis.
Navigate to your products page, and click the cloud-like symbol at the top next to where you change your columns. You will export the selected products, so don't forget to change between mortgage, insurance, or investments when you export.
How to export activities
Navigate to the activities page and select the filters of the information you want to export. Don't forget to choose who's activities you wish to view.
You may want to use more than one export from the options above to create a report. As they are excel spreadsheets, one possibility is merging the tables by a common column. If you're unsure about how to achieve this, you can find out one way to do this here.