Step 1: Create a New Report
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Log into Salestrekker.
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Click on Reports in the main menu.
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Select Add New to create a new report.
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Enter a name for your report.
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Click on the A icon to switch to Advanced Reports mode.
Step 2: Add Data Sources
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Expand Deal Fields by clicking the arrow icon.
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Click the bullet points to display available data tables.
You’ll now select several data sources to include the relevant information.
- Deal – General Information
Select the required fields under Deal – General Information as shown in the below image.
2. Contact 1 – General Information
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Select all fields required under Contact 1 – General Information as shown below.
3. Contact 1 – Basic Contact Information
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Add all relevant fields under Contact 1 – Basic Contact Information.
4. Contact 2 – General Information
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Include all necessary fields under Contact 2 – General Information.
5. Contact 2 – Basic Contact Information
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Select all relevant fields for Contact 2 – Basic Contact Information.
6. Deal – Home Loan Split
Add the following fields from Deal - Home Loan Split to capture full loan details:
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Lender
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Amount 1–6 (to capture all splits)
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Product 1–6
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Loan Purpose 1–6
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Interest Rate Type 1–6
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Interest Rate 1–6
7. Broker Tools – Security Details
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Add the fields under Broker Tools – Security Details.
Step 3: Apply a Deal Status Filter
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Under Deal Filters, apply a filter for Deal Status = Settled Loans.
This ensures the extract includes only settled deals.
Step 4: Generate and Export the Report
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Click Apply to create the report.
Salestrekker will update and display the results.
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Once loaded, click Export to Excel to download your extract.
