Reporting Center Data Dictionary

Modified on: Thu, Oct 8, 2026 at 10:59 AM

Note: Starting with the October 2026 release, this page has been converted from PDF to a standard documentation page to make it easier for agents to access and use.

The information presented in the following sections corresponds to the collapsible sections on the Reporting Center page of Total Expert. Navigate to Reporting & Analytics → Reporting Center to view this page, then expand each section to see the templates in that section. The templates you can use to create reports there are described in the corresponding sections below.

For any template, click the Select button to open a box where you can provide a name for your report before triggering it to begin. Some templates also have parameters to select, such as a date range. Any parameters of this type are described in a Parameters table in the corresponding sections below.

Each template returns a report that includes 1 or more files. You can view these results by clicking the My Reports tab on the Reporting Center page. Click the name of a completed report to open a box where you can download any files associated with that report. A listing of the columns included in each output file is provided in the corresponding sections below.

Tags listed with each template can help you filter the list via the search tool on the Reporting Center page to help you find that template.

Sections

Audits and EBRs
Co-Marketing Partners
Contacts
Email
Journeys
Print and Social
User Data

Audits and EBRs

This section has the following templates:

Email, Print, Sites State Audit Report - User License State

Email, Print, Sites State Audit Report - User License State

This template includes a series of reports that support state-specific compliance audit requests, enabling you to respond faster to these requests. These reports provide the contact-level or asset-level detail associated with the users licensed in the state you specify in the parameters.

Common use cases include: external audits; internal audits; finding contact- and asset-level detail

The reports in this template include 1 row per email sent, print piece created, social post, print order, print download, or single property site/lead capture app.

Included Reports

Emails Sent
Print and Social Created
Social Pieces Posted
Print Orders
Print Downloads
Single Property Sites and Lead Capture Apps

Tags

Audit
Email
Print
Social
Sites

Parameters

Parameter	Description	Data Type
`audit_start_time`	Starting timestamp of the audit.	timestamp
`audit_end_time`	Ending timestamp of the audit.	timestamp
`audit_state`	User’s state	string

Report Files

Emails Sent

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`email_id`
`email_name`
`subject`
`email_type`
`campaign_id`
`campaign_name`
`email_file`
`recipient_lead_id`
`recipient_f_name`
`recipient_l_name`
`recipient_email`
`recipient_state`
`send_date`
`is_sent`
`is_delivered`
`is_opened`
`open_count`
`opened_date`
`link_clicked`
`link_clicked_date`
`link_clicked_url`
`is_failed`
`is_suppressed`
`is_bounced`
`is_unsubscribed`
`is_complained`

Print and Social Created

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`media_id`
`media_status`
`media_name`
`media_type`
`saved_media_name`
`saved_media_status`
`URL`
`created_on`

Social Pieces Posted

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`media_id`
`media_status`
`media_name`
`media_type`
`saved_media_name`
`post_message`
`post_date`
`removal_date`
`on_network`
`network_posted_to`
`preview_image`

Print Orders

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`media_id`
`media_status`
`media_name`
`media_type`
`TE_order_id`
`comarketer_org_id`
`comarketer`
`comarketer_same_org`
`print_vendor`
`cost_share`
`order_quantity`
`user_charge`
`comarketer_charge`
`final_total_cost`
`order_date`
`TE_sku`
`printer_sku`
`order_status`
`preview_pdf`

Print Downloads

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`media_id`
`media_name`
`media_type`
`media_status`
`download_type`
`downloaded_at`
`preview_pdf`

Single Property Sites and Lead Capture Apps

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`state`
`user_licenses`
`user_teams`
`site_id`
`site_name`
`template_name`
`template_type`
`status`
`created_on`
`mls_number`
`views`
`leads_created`
`site_link`

Co-Marketing Partners

This section has the following templates:

List of LO Users and CMPs

List of LO Users and CMPs

This template includes a report of co-marketing partners (CMPs) and their profile information, including connection status and associated users in the organization.

Common use cases include: finding count of connected CMPs by LO, connection status, incomplete CMP profile details, and completion percentage of CMP profiles

This report includes 1 row per co-marketing partner connection.

Tags

Co-Marketing
Users
Partners
LoanOfficers

Report File

List of LO Users and CMPs

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`Comarketing_Connection_Status`
`connection_sent_at`
`agent_user_id`
`agent_f_name`
`agent_l_name`
`agent_email`
`agent_user_status`
`agent_mls_network`
`agent_mls_number`
`agent_website`
`agent_company`
`agent_job_title`
`agent_testimonial_website`
`agent_address`
`agent_address_2`
`agent_city`
`agent_state`
`agent_zip`
`agent_cost_center`
`agent_location_id`
`agent_phone_cell`
`agent_phone_office`
`agent_phone_fax`
`agent_timezone`
`agent_license`
`agent_disclaimer`
`agent_web_disclosure_text`
`agent_bio`
`agent_facebook`
`agent_twitter`
`agent_google`
`agent_linkedin`
`agent_youtube`
`agent_application_url`
`agent_short_name`
`agent_org_logo`
`agent_team_logo`
`agent_profile_image`
`agent_profile_completion_percentage`
`f_name_completed`
`l_name_completed`
`company_completed`
`address_completed`
`city_completed`
`state_completed`
`zip_completed`
`job_title_completed`
`phone_cell_completed`
`phone_office_completed`
`timezone_completed`
`mls_agent_id_completed`
`mls_network_completed`
`profile_img_completed`
`logo_img_completed`

Contacts

This section has the following templates:

Contact Groups List with Basic Contact Level Information
Contact Groups List with Contact Count

Contact Groups List with Basic Contact Level Information

This template includes a report of all contacts in each group for each user. It also contains basic user and contact information details.

Common use cases include: finding individual contacts in a specific group in a user or across the organization; assigning new groups based on existing groups; standardizing and maintaining groups

This report includes 1 row per contact per group per user.

Tags

Contacts
Leads
Groups
Export

Report File

Contact Groups List with Basic Contact Level Information

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`contact_id`
`f_name`
`l_name`
`email`
`address`
`address_2`
`city`
`state`
`zip`
`phone_cell`
`phone_home`
`phone_office`
`lead_source`
`creation_date`
`group_id`
`group_name`
`contact_added_to_group_at`
`group_description`
`user_editable`
`smart_group`
`org_wide_group`
`required_group`

Contact Groups List with Contact Count

This template includes a report of users and their associated groups, with a count of contacts for each group. It also indicates whether a group is editable, a smart group, an organization-wide group, or a required group.

Common use cases include: determining type of groups, editability of groups, unused or most frequently used groups; standardizing and maintaining groups

This report includes 1 row per user per group.

Tags

Contacts
Leads
Groups

Report File

Contact Groups List with Contact Count

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`group_id`
`group_name`
`group_description`
`user_editable`
`smart_group`
`org_wide_group`
`required_group`
`group_created_at`
`contact_count`

Email

This section has the following templates:

Email Template Access Settings
Email Utilization by Template
Email Utilization by Template, Type, Campaign

Email Template Access Settings

This template includes a set of reports that capture email templates and their associated settings and access type (organization, team, or user level).

Common use cases include: reviewing a complete list of email templates and associated settings (transaction, approval flow, recipient count approval); reviewing existing access; optimizing and maintaining access at user, team, and organization levels

Included Reports

Email Team Settings – includes 1 row per team per email template
Email Template Settings – includes 1 row per email template
Email User Settings – includes 1 row per user per email template

Tags

Email
Users
Teams
Templates
Settings

Report Files

Email Team Settings

Columns
`organization_id`
`org`
`owner_user_id`
`owner_user`
`owner_user_email`
`owner_user_role`
`email_id`
`email_name`
`email_subject`
`email_created_at`
`email_updated_at`
`email_folders`
`email_tags`
`email_file`
`is_transactional`
`team_id`
`team_name`
`priority`
`allow_access`
`connection_access`
`allow_edit`
`recipient_count_approval_threshold`
`approval_flow_id`
`approval_flow`
`settings_created_at`
`settings_updated_at`

Email Template Settings

Columns
`organization_id`
`org`
`owner_user_id`
`owner_user`
`owner_user_email`
`owner_user_role`
`email_id`
`email_name`
`email_subject`
`email_created_at`
`email_updated_at`
`email_folders`
`email_tags`
`email_file`
`is_transactional`
`allow_access`
`connection_access`
`allow_edit`
`recipient_count_approval_threshold`
`approval_flow_id`
`approval_flow`
`settings_created_at`
`settings_updated_at`

Email User Settings

Columns
`organization_id`
`org`
`owner_user_id`
`owner_user`
`owner_user_email`
`owner_user_role`
`email_id`
`email_name`
`email_subject`
`email_created_at`
`email_updated_at`
`email_folders`
`email_tags`
`email_file`
`is_transactional`
`user_id`
`user`
`user_email`
`user_role`
`allow_access`
`connection_access`
`allow_edit`
`recipient_count_approval_threshold`
`approval_flow_id`
`approval_flow`
`settings_created_at`
`settings_updated_at`

Email Utilization by Template

This template includes a report of all email templates in your library and template-level usage statistics.

Common use cases include: identifying the top templates used; managing tags and folders; identifying stagnant or unused templates

This report includes 1 row per email template. This report includes all email templates in your library. The starting and ending timestamps determine the time range of the usage statistics.

Tags

Email
Templates
Utilization

Parameters

Parameter	Description	Data Type
`send_date_start_time`	Starting timestamp of the email send date range.	timestamp
`send_date_end_time`	Ending timestamp of the email send date range.	timestamp

Report File

Email Utilization by Template

Columns
`organization_id`
`org_name`
`owner_user_id`
`owner_user`
`owner_user_email`
`owner_user_role`
`email_id`
`email_name`
`email_subject`
`email_description`
`is_transactional`
`skip_dedupe`
`email_created_at`
`email_updated_at`
`email_deleted_at`
`email_folders`
`email_tags`
`email_file`
`first_send_date`
`last_send_date`
`users_that_sent`
`emails_sent`
`emails_delivered`
`emails_opened`
`email_clicks`
`emails_failed`
`emails_suppressed`
`emails_bounced`
`emails_unsubscribed`
`emails_complained`

Email Utilization by Template, Type, Campaign

This template includes a report of all email templates in your library and template-level usage statistics, further broken down by campaign type and campaign.

Common use cases include: identifying top templates used by campaign and campaign type; identifying stagnant and unused templates

This report includes 1 row per email template per campaign. It does not include templates that were not sent in the timeframe specified. The starting and ending timestamps determine the time range of the usage statistics.

Tags

Email
Templates
Utilization
Campaigns

Parameters

Parameter	Description	Data Type
`send_date_start_time`	Starting timestamp of the email send date range.	timestamp
`send_date_end_time`	Ending timestamp of the email send date range.	timestamp

Report File

Email_Utilization_by_Template-Type-Campaign

Columns
`organization_id`
`org_name`
`owner_user_id`
`owner_user`
`owner_user_email`
`owner_user_role`
`email_id`
`email_name`
`subject`
`email_type`
`campaign_id`
`campaign_name`
`email_description`
`email_created_at`
`email_updated_at`
`email_deleted_at`
`email_folders`
`email_tags`
`email_file`
`first_send_date`
`last_send_date`
`users_that_sent`
`emails_sent`
`emails_delivered`
`emails_opened`
`email_clicks`
`emails_failed`
`emails_suppressed`
`emails_bounced`
`emails_unsubscribed`
`emails_complained`

Journeys

This section has the following templates:

Journey Access by Journey
Journey Access by User
Journey Contacts

Journey Access by Journey

This template includes a report of all journeys in your library and journey-level access statistics.

Common use cases include: reviewing user access to journeys; identifying top journeys enabled, contact counts by journey, and stagnant or stale journeys

This report includes 1 row per journey.

Tags

Journeys
Access
Users

Report File

Journey Access by Journey

Columns
`organization_id`
`org`
`journey_id`
`journey_name`
`journey_created_at`
`journey_updated_at`
`journey_owner_user_id`
`journey_owner_user`
`journey_owner_email`
`journey_owner_role`
`journey_owner_status`
`full_org_access`
`team_level_access`
`user_level_access`
`teams_with_access`
`num_teams_with_access`
`user_with_access`
`users_with_journey_available`
`users_with_journey_active`
`users_with_journey_inactive`
`journey_leads`
`unique_journey_leads`
`active_journey_leads`
`active_unique_journey_leads`
`first_contact_onboarded_at`
`latest_contact_onboarded_at`

Journey Access by User

This template includes a report of all journeys in your library and user-level access statistics.

Common use cases include: reviewing user access to journeys; identifying top journeys enabled, contact counts by journey, and stagnant or stale journeys

This report includes 1 row per user per journey. It does not include journeys that do not have any access granted.

Tags

Journeys
Users
Access

Report File

Journey Access by User

Columns
`organization_id`
`org_name`
`journey_id`
`journey_name`
`journey_created_at`
`journey_updated_at`
`journey_owner_user_id`
`journey_owner_user`
`journey_owner_email`
`journey_owner_role`
`journey_owner_status`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`journey_publish_status_for_user`
`published_at`
`unpublished_at`
`allow_access`
`allow_user_trigger_events`
`allow_user_end`
`allow_user_publish`
`allow_user_unpublish`
`allow_edit`
`allow_template`
`access_modified_at`
`journey_leads`
`unique_journey_leads`
`active_journey_leads`
`active_unique_journey_leads`
`first_contact_onboarded_at`
`latest_contact_onboarded_at`

Journey Contacts

This template includes a report of all contacts onboarded onto a journey in a specified period of time. It also includes the contact-specific onboarding trigger and last event for each instance of the contact.

Common use cases include: determining number of contacts onboarded, which contacts passed through a specific trigger or event, which contacts passed through specific journey statuses, and how LOs are using task outcomes

This report includes 1 row per contact per journey trigger.

Tags

Journeys
Contacts
Leads

Parameters

Parameter	Description	Data Type
`journey_onboard_start_time`	Starting timestamp for contacts onboarded to journey.	timestamp
`journey_onboard_end_time`	Ending timestamp for contacts onboarded to journey.	timestamp

Report File

Journey Contacts

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`contact_id`
`contact_f_name`
`contact_l_name`
`contact_email`
`journey_id`
`journey_name`
`journey_lead_id`
`journey_started_at`
`journey_ended_at`
`trigger_name`
`trigger_description`
`most_recent_event_name`
`most_recent_event_description`
`most_recent_event_time`

This section has the following templates:

Print and Social List
Print and Social Utilization per Template

This template includes a report of all print and social templates in your library with folders, tags, and basic settings information.

Common use cases include: reviewing your library, tags, folders, cost splits, and expiring templates

This report includes 1 row per print or social media template. It includes all print and social media templates in your library.

Tags

Print
Social
Settings
Templates

Report File

Print and Social List

Columns
`organization_id`
`org`
`media_id`
`reference_number`
`media_status`
`media_name`
`system_name`
`is_comarketable`
`media_type`
`media_tags`
`media_folders`
`preview_image`
`approval_flow_id`
`approval_flow_name`
`allow_access`
`allow_comarketer_access`
`org_cost_share_percent`
`org_cost_share_user_id`
`cost_share_user`
`auto_pay_org_share`
`lender_cost_share`
`comarketer_cost_share`
`te_sku`
`printer_sku`
`printer_id`
`print_company`
`template_created_at`
`template_updated_at`
`auto_archive`
`expiration_date`
`expires_in_days`

This template includes a report of all print and social media templates in your library and template-level usage statistics.

Common use cases include: determining top templates used; managing tags and folders; identifying stagnant or unused templates

This report includes 1 row per print or social media template. It includes all print and social media templates in your library. The starting and ending timestamps determine the time range of the usage statistics.

Tags

Print
Social
Templates
Utilization
Statistics

Parameters

Parameter	Description	Data Type
`media_start_time`	Starting timestamp associated with the media.	timestamp
`media_end_time`	Ending timestamp associated with the media.	timestamp

Report File

Print and Social Utilization per Template

Columns
`organization_id`
`org`
`media_id`
`media_name`
`system_name`
`media_type`
`media_status`
`reference_number`
`description`
`media_folders`
`media_tags`
`template_created_at`
`template_updated_at`
`template_deleted_at`
`preview_image`
`times_created`
`users_that_created`
`last_time_created`
`downloads`
`users_that_downloaded`
`last_downloaded`
`print_orders`
`users_that_ordered`
`last_print_order`
`print_orders_recipient_count`
`facebook_posts`
`users_posted_to_facebook`
`twitter_posts`
`users_posted_to_twitter`
`linkedin_posts`
`users_posted_to_linkedin`
`instagram_posts`
`users_posted_to_instagram`
`last_post_date`

User Data

This section has the following templates:

User Info Report
User Integrations
User Login and Spoof List

User Info Report

This template includes a report of all users in your organization and their associated information, such as commonly requested account settings and marketing profile information.

Common use cases include: validating data; identifying missing data; understanding notifications enabled by the user

This report includes 1 row per user.

Tags

Users

Report File

User Info Report

Columns
`organization_id`
`org`
`user_id`
`external_id`
`username`
`email`
`user_status`
`user_role_id`
`user_role`
`user_type`
`last_login`
`created_on`
`last_modified`
`tcpa_disclaimer_accepted_date`
`org_threshold_approver_user_id`
`org_threshold_approver_name`
`user_sku`
`saml_subject_id`
`latest_activation_date`
`latest_deactivation_date`
`job_title`
`f_name`
`l_name`
`company`
`website`
`testimonial_website`
`phone_home`
`phone_cell`
`phone_office`
`phone_fax`
`address`
`address_two`
`city`
`state`
`zipcode`
`timezone`
`timezone_name`
`cost_center`
`location_id`
`custom_ad_placement_compliance_ack_date`
`collab_approval`
`preferred_dialer_setting`
`user_licenses`
`user_teams`
`disclaimer`
`license_title`
`agent_bio`
`social_facebook`
`social_twitter`
`social_google`
`social_youtube`
`social_linkedin`
`web_disclosure_text`
`agent_logo_img`
`application_url`
`post_close_survey_url`
`short_name`
`spend_limit_week`
`spend_limit_day`
`icon_one_img`
`icon_two_img`
`icon_three_img`
`user_quote`
`wistia_id`
`team_profile_img`
`award_one_img`
`award_two_img`
`qr_code_img_one`
`qr_code_img_two`
`banner_one_img`
`banner_two_img`
`social_instagram`
`social_tiktok`
`social_whatsapp`
`social_custom_one`
`social_custom_two`
`reviews_google`
`reviews_facebook`
`reviews_zillow`
`reviews_yelp`
`reviews_custom`
`vanity_url`
`appointment_scheduling_url`
`referral_url`
`customer_portal_url`
`mobile_app_download_url`
`bill_pay_url`
`file_claim_url`
`team_name`
`team_tagline`
`current_promotions`
`veteran_status`
`designations`
`languages`
`insurance_companies_represented`
`insurance_plans_offered`
`receive_daily_digest`
`receive_new_task_alerts`
`receive_email_lead_notifications`
`receive_text_lead_notifications`
`receive_print_order_reminders`
`receive_comarketed_new_listing_alerts`
`receive_comarketed_pending_listing_alerts`
`org_logo_image`
`team_logo_image`
`profile_image`

User Integrations

This template includes a report capturing common integrations for users in your organization.

Common use cases include: auditing user integrations

This report includes 1 row per integration per user.

Tags

Users

Report File

User Integrations

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`integration_name`
`date_added`

The report in this template returns a list that captures all logins and spoofs by users in your organization. It also captures key details related to the user logging in and the spoofed user.

Common use cases include: auditing user logins to drive engagement; reviewing for unusual login activity; understanding where, when, and frequency of spoofing

This report includes 1 row per login or spoof event.

Tags

Users
Logins
Spoofing

Parameters

Parameter	Description	Data Type
`login_range_start_time`	Starting date of report range.	timestamp
`login_range_end_time`	Ending date of report range.	timestamp

Report File

User Login and Spoof List

Columns
`organization_id`
`org_name`
`user_id`
`user_external_id`
`user_f_name`
`user_l_name`
`user_email`
`user_role`
`user_status`
`cost_center`
`location_id`
`user_teams`
`action_type`
`action_performed_on`
`spoofed_into_user_id`
`spoofed_into_user_name`
`spoofed_into_user_email`
`spoofed_into_user_role`

Old PDF version HERE