Viewing Team CMA Reports

⚠️ This feature requires Admin access on a Relab Teams or Enterprise account.

How to view team CMA reports

Step 1: Access team reports

1. Click the waffle icon in the top right corner of the homepage
2. Select My Team from the menu
3. Click Team CMA Reports in the left navigation panel
4. If your account has multiple branches, select your branch from the My Branch dropdown

Step 2: Set your date range

1. Click the date range selector in the top right corner
2. Choose your start and end dates
3. 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

1. Click any team member's email address to expand their list of reports
2. Review each report's details:
3. • Date: When the CMA was created
   • Property: The property address
   • Actions: Link to view the full report
3. Click VIEW REPORT to open any CMA

How to export team reports

1. Click the green Export CSV button in the top right corner
2. The CSV file downloads automatically to your downloads folder
3. The export includes all reports within your selected date range with these details:
4. • 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 Admin users on Relab Teams and Enterprise accounts. If you don't see this option, contact your account administrator 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.