How to Create Custom Transaction Report Shortcuts

For more than 80k real estate professionals, Paperless Pipeline is the essential hub for transaction management. And, with more than 2 million transactions closed in the system, it’s the critical tool necessary for creating transaction and production reports.

To help make Transaction Reports even more helpful, we’re introducing Custom Transaction Report Shortcuts. 

Now, you can now create and store your own custom reports for instant access anytime, anywhere. Check out some popular examples below, and try them for yourself!

Need to see all transactions that are closing tomorrow but that still have incomplete tasks?

Try it: Incomplete Transactions Closing Tomorrow →

Want to review all new transactions that were added to your account today? 

Try it: Transactions Added Today →

Want to see all transactions that went under contract last week?

Try it: Transactions Accepted Last Week →

Want to create your own custom Shortcuts? Sign into your Paperless Pipeline account or set up a free trial today and start creating your own custom transaction report shortcuts!

How to Create Your Own Custom Shortcuts: 

After running a transaction search or sort in Pipeline, you’ll now have the option to save that search to a new Custom Shortcuts menu.

You can give your shortcut a name, select an icon to represent your report, and then access your report anytime from the left menu.

Ready to simplify your process and delight your agents?

In less than a minute you can start testing the newest features built to help your entire office close more deals. It’s simple, powerful, and 100% free to try without a credit card.

Try it free →