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How to Create Staff Reports

ExactEstate empowers you to create custom reports for your staff, ensuring you receive the specific data you need.

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To create Staff Reports, please follow the steps below.

Step 1. Navigate to the Admin tab under the main menu, click System Setup. 

Step 2. Click "Staff Reports."

Step 3. Create a new report, click Create New.

Step 4. Define report fields: Select the number of fields you need and fill in the details.

Step 5. Submit the form to save the report.


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To create, edit and assign Staff Reports, please follow the steps below.

Step 1

Step 2

Step 3

Step 4