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Reporting

Reporting that is extensive, detailed and flexible

Whether your organization is growing or already a multi-company operation, robust reporting is essential. darwin’s reporting capabilities let you analyze financial and productivity metrics with depth and precision. The unique drill-down feature lets you see the numbers behind the numbers. You can customize and share reports online or by email, and our interactive dashboards help you to glean insights from your data.

Financial Reporting

Every accounting report your CPA needs to do their work is included in darwin, from budget reports to year-over-year financials. Report structures adhere to generally accepted accounting principles, so the reports will be clear and comprehensible to your finance team. Filter and compare data for your offices or companies side-by-side. Use the analytics dashboard to view profit and loss trendlines over time.

  • Financial reporting for all your companies or franchises in one software package
  • All G.A.A.P. reports by company, office, region or division with interactive drill-down detail
  • Bank reconciliations and trial balance detail inquiry tools
  • Interactive dashboards for both financial and productivity analysis
  • Budgeting for both financial and productivity goals
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Reporting Work

Report Delivery

The best reporting processes combine accessibility with controlled information flow. darwin reports can be printed, viewed in darwin.cloud, analyzed on the live dashboard or delivered automatically with scheduled or on-demand emails. You determine not only which reports are available to team members and what information is included your reports, but also which offices and companies are visible to each team member.

  • Print, download or email reports on-demand
  • Schedule reports to be delivered via email
  • Customize reports for different audiences and set different access permissions
  • Let all users run the reports they need on-demand in darwin.cloud
  • API supports downloading all your compiled data to your own analytics engine or report writer

Productivity Reporting

Every accounting report your CPA needs to do their work is included in darwin, from budget reports to year-over-year financials. Report structures adhere to generally accepted accounting principles, so the reports will be clear and comprehensible to your finance team. Filter and compare data for your offices or companies side-by-side. Use the analytics dashboard to view profit and loss trendlines over time.

Run reports to show the productivity of recruiters and the total overrides you are paying out to managers. darwin reports also track how external partners like mortgage and title companies are performing in your office.

  • In-depth agent production reports let you choose which data fields to include in every report
  • Compare agents and offices in your companies or compare agents to themselves and their goals over time
  • Run reports by company, office, region or division – or combine all your companies to get a global snapshot of the organization
  • Save customized reports to build a personalized report library that you can share with everyone in the company
  • Export and deliver reports in a wide variety of formats or export the raw data
  • Set budget numbers for expenses plus a range of production goals such as days on market, new listings, PPP and volume
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Ready to evolve?

Request a demo or learn more about the power of darwin.