Great decisions start with clear numbers. That’s why we’ve been rebuilding reporting in Books from the ground up with new reports, fewer steps to build them, and better filtering along the way. Here’s what’s new:
A Redesigned Transaction Report
The Transaction Report has been reimagined, and it’s your first look at the future of reporting in Books. Built to help you see what matters and act on it faster, there’s a lot you can expect, including:
The ability to build the view that works for you
Add, remove, reorder, and freeze columns — the Transactions Report finally fits your workflow, not the other way around.
Share without the holdup
Hand a curated, read-only report to your team without opening up full Reports access.
Every change, tracked
A new Audit Log gives admins a clear record of who changed what, and when.
Big reports, zero timeouts
Delayed download handles the heavy lifting, and PDF export makes reports presentation-ready.
During rollout, the Transactions Report lives in two places — a new section and the legacy view — so nothing you rely on today goes away before you’re ready.
Get Ready to Say Hello to Your Refreshed Product Report
Your Product Report is being rebuilt, to give you a clearer, faster view into exactly where your products are being used and how much money is tied to them.
Invoices and bills, now included
Two new data sources mean the numbers in your Product Report actually reflect what’s happening across your brokerage.
A faster path to insight
The report now opens ready to go, with no filter setup required, so there are fewer steps between you and the numbers that matter.
Income and expense, in one view
See exactly what’s coming in and what’s going out, all in one place.
Also Coming soon :
Close the Books on Guesswork: Introducing the New Agent Earnings Report
Here’s what’s new:
When an agent asks what they got paid — or tax season hits — you shouldn’t have to piece the answer together from three different screens. Now you don’t. The new Agent Earnings Report is a clear earnings statement showing exactly how money moved between your brokerage and your agents, over any time period you choose.
What it shows you:
Gross earnings
Total commission income paid to the agent across every payment in the selected period.
Flexible time periods
Run it monthly, quarterly, annually, or however your workflow works best.
