10a

Reports

agent dashboard (1a) executive dashboard (2a)

The five steps are one specification sheet, not five pages. Every step is a numbered band that is always present, always shows its current answer as a plain sentence, and opens in place when clicked — so the person building their third report of the week reads five lines, changes one, and runs it. The step rail across the top is a jump list with a completion mark, not a Next button; the preview is a permanent panel that re-reads on every change rather than a final screen you arrive at.

{{ f.frameLabel }}
UNISON Real Estate Brokerages
Search saved reports, fields, addresses /
{{ f.roleBadge }}
{{ f.userName }} {{ f.userSub }}
{{ f.initials }}
Scope
Lakeshore & Co. / Pandosy Office / Dana Kowalchuk Scope locked to you
Data as at 03:14 today · nightly

{{ f.reportTitle }}

{{ f.reportSub }}
All five steps stay open — click a band to change it, nothing is sequential
{{ g.name }}
{{ f.columnNote }}
{{ fc.label }} {{ fc.value }} locked
Row filters Stage is Closed Price is over $400,000
Group by
✓Show a subtotal row per group
Sort by
5 Preview {{ f.previewSummary }} Live · re-reads on every change
{{ h.name }}
{{ pr.label }}
{{ cell.v }}
{{ cell.v }}
{{ f.previewFoot }}
Export
Saved reports
{{ f.savedSub }}
Search saved reports
Report name Subject Created by Last run Shared with
{{ sv.name }}
{{ sv.note }}
 {{ sv.subject }} {{ sv.creator }} {{ sv.lastRun }} {{ sv.share }} Private
{{ f.savedFoot }}
Empty state — no saved reports yet
Saved reports
Nothing saved yet
Search saved reports
No saved reports yet

A saved report keeps its five steps — subject, columns, filters, grouping, sort — so the next run is one click. Start from a blank sheet, or open one of the three the brokerage already maintains and save your own copy.

Start from a template
Why the form is built this way

No Next button anywhere. Each of the five steps is a band that always shows its current answer as a readable sentence — “Transactions · 412 rows in scope”, “7 columns · Address, Close date, Price…” — so the screen doubles as the report definition. Opening a band does not close the others.

The step rail is a jump list with a completion tick, so someone building their third report of the week clicks straight to Columns, changes one field, and watches the preview update. Nothing forces a linear pass.

Permission is expressed by absence. The agent's column picker has no Payroll or Corporate cost group at all — not greyed rows — and their scope reads as a locked breadcrumb rather than a disabled dropdown. The share control is not rendered for an agent, and the saved-reports table drops its “Shared with” column entirely rather than showing an empty one.

Sharing is role-only by construction: the control offers roles with member counts and states that a shared report runs under each viewer's own scope, which is what makes role sharing safe.