Viewing Team CMA Reports
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⚠️ This feature requires the manager permission on a Relab Teams or Enterprise account.
How to view team CMA reports
Step 1: Access team reports
Click the waffle icon in the top right corner of the homepage
Select My Team from the menu
Click Team CMA Reports in the left navigation panel
If your account has multiple branches, select your branch from the My Branch dropdown
Step 2: Set your date range
Click the date range selector in the top right corner
Choose your start and end dates
Click the teal Query button to load reports
The total number of reports found appears below the date selector. This count updates automatically when you change your date range.
Step 3: View individual reports
Click any team member's email address to expand their list of reports
Review each report's details:
Date: When the CMA was created
Property: The property address
Actions: Link to view the full report
Click VIEW REPORT to open any CMA
How to export team reports
Click the green Export CSV button in the top right corner
The CSV file downloads automatically to your downloads folder
The export includes all reports within your selected date range with these details:
Date created
Property address
Team member email
Download link for each CMA report
FAQs
Who can access Team CMA Reports?
Team CMA Reports is available to managers on Relab Teams and Enterprise accounts. If you don't see this option, contact another manager on your account or email invoices@relab.co.nz to verify your access level.
What information is included in the CSV export?
The CSV export includes all reports created within your selected date range. Each row shows the report date, property address, team member email, and a download link for the CMA report.
Can I export reports for just one team member?
The Export CSV downloads all reports in the selected date range. To analyse individual team member performance, open the exported CSV file and filter by team member name or email.
How far back can I view team reports?
You can view and export team CMA reports from any date range. Use the date selector to choose your start and end dates, then click Query to load reports for that period.