In Matrix, the "Ranking Reports" offer agents the ability to create reports showing the total number of sales, as well as the total volume of those sales, for agents, teams, offices, or firms.  This article will cover the various ways the report can be customized, and will explain how the data in the report is compiled.

To create a Ranking Report, login in to Matrix, click the "Market Reports" tab in the toolbar at the top of the page, then select the "Ranking Reports" (For an explanation of all of the Market Reports available in the MLS, click here).  This will open a search page divided into three sections.  In the top section the parameters of the report can be defined:

• Start Date and End Date: The length of time to include in the Ranking Report.  This report only includes "Closed" status listings, with "Closed Dates" that fall within the selected range.  The report will default to a "year-to-date" search unless otherwise specified.
• Group: This defines which "level" of participation in the report will be ranked.  Options here are:
  • Member: individual agents.
  • Office: for individual offices.
  • Firm: combined totals for all offices of a company.
  • Team: combined totals for the production of teams in the MLS.
  • Agent and Team: this will show combined totals for team production, for agents who are members of a team, and individual agent production for agents who are not members of a team.
• Sort: This defines which data point to use for the ranking. The options here are:
  • Total Volume: the combined dollar volume of all closings.
  • List Side Volume: the combined dollar volume of closings listed by the entity selected in the "Group" menu
  • Sale Side Volume: the combined dollar volume of closings where the entity selected in the "Group" menu represented the buyer
  • Total Transactions: the total number of all closings.
  • Sale Side Transaction: the total number of closings where the entity selected in the "Group" menu represented the buyer
  • List Side Transactions: the total number of closings listed by the entity selected in the "Group" menu
  • Average Price: the average Closed Price of all closings
• Top: The number of agents, offices, firms, or teams to include in the report.

The second section of the page determine who to include in the report.  Here, specific agents, offices, firms, or teams can be entered, limiting the report to only displaying information related to those entries.  Entries into any of these fields operate independently of the selection made in the "Group" menu above, allowing for a "mix-and-match" approach.  For example:

• If the "Group" selection is "Member" and the "Office Name" field includes "XYZ Realty", the report will rank the individual agents within that office.
• If the "Group" selection is "Office" or "Firm" and the "Office Name" field includes "XYZ Realty", the report will only include a single line showing XYZ Realty.
• If "Group" selection is "Member" and the "Head Office Name" field includes "XYZ Realty", the report will rank all agents in all offices of the firm that XYZ Realty has been designated as the "head office" of.
• If "Group" selection is "Office" and the "Head Office Name" field includes "XYZ Realty", the report will rank each office of the firm that XYZ Realty has been designated as the "head office" of.

This section also offers the option to limit the report to only membership in a specific Realtor® Association.  

• Agent Primary Association: Any Realtor® can be a member of multiple Associations, but they must designate one as their "Primary".  Selecting an option here means the report will only include Realtor® members of that particular association.
• Office Primary Association: An office's Realtor Association is the same as the Association of the Member Participant of that office.  A selection here will include results in the report that may have memberships in other associations - for instance, if there are agents in an office who hold memberships in different Realtor® Associations than the head of their office.
• Head Office Primary Association: Similar to the "Office Primary Association", this will include offices where the Member Participant of the head office of a firm holds a membership, regardless of the Association memberships of the offices and agents within that firm

The final section of this page defines the listing criteria to use.  The options here include the Property Type (such as Residential or Lots/Acres/Farms) and general geography (such as county or subdivision) for the listings that will be included.

When all criteria have been entered, click "Generate Report" to see the results.  This will open a PDF in a new browser tab.

Canopy MLS often receives questions about the Ranking Reports and the credit received for their closings.  "Credit" for closed listings in the MLS, as a concept, applies only to these Ranking Reports.  Many agents often compare the "Production" reports to the "Ranking Reports", however these two reports compile data differently, and the resulting numbers in each report are unlikely to match.  

The Ranking Report establishes "credit" as a way to document the amount of participation in a listing.  For these reports, each side of a listing (Listing and Selling) receives "full" credit for that listing.  If there are multiple agents on one side, the report splits credit between those two agents.  For example, suppose a home has closed at $200,000, and the listing was represented by a Listing Agent and a Co-Listing Agent, but the buyer was represented by only one Selling Agent.  In the Ranking Report, the Selling Agent would get 1 "listing credit" and the full $200,000 "volume credit".  The two listing agents would split this, so each would receive 0.5 "listing credits" and $100,000 "volume credit".

If an agent appears in the listing multiple times, the Ranking Report credits them accordingly.  In the previous example, if a listing agent added themselves as the co-listing agent on their own listing, they would receive "half credit" twice, resulting in "full credit" as if they only appeared once.  If that same agent represents the buyer, though, they will receive a second credit for the Selling Side of the listing, ultimately adding 2 "listing credits" (one listing side, one selling side) and $400,000 in volume.  The same is true for offices, firms, and teams.