We've made it easy to export or share your Live Pipeline Report with business partners, consultants, and other stake holders.
From the Recruiting screen, click Reports.
To export a copy of your report, click Download Pipeline.xls in the upper right-hand corner. This will take all the live data in Brokerkit and automatically create a pre-formatted Excel report so you'll never need to create one manually again.
To share a constantly updating, live view of your report, click Share Pipeline Report. This will generate a shareable link that doesn't require you to login to Brokerkit. Anyone viewing the report will be unable to edit or access lead details.
Note: The shareable link is good for a year, so be sure to share it only with those you trust to view your Live Pipeline Report.
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