Lucero Quick Tip:
Group Reporting allows you to pre-select your favorite reports, then run all of the reports at one time as a group without having to try to remember which reports you like and how to get to them. As an example, let’s say there are certain reports you want for every Tuesday sales meeting. From your Lucero program select Reports, Groups. There you will find a selection screen allowing date ranges, other options and report names. My favorites for sales meetings; Operations Summary, Sales Ranking, Listing Ranking, Cash Flow projections for each agent individually as well as one for the company, Agent Performance Alert, and Agent Production Ledger. You could also create groups for monthly, quarterly, end of year, agent counseling or any other where you have a need; there is no limit to the number of groups of reports you can create. If you would like a file already setup with some of my favorite groups contact Lucero training at 866-942-1409 or email training@LuceroSummit.Com. If you are on a Summit Hosting server, your trainer can just add it to you program in a matter of moments.
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