How to Create Staff Reports
ExactEstate empowers you to create custom reports for your staff, ensuring you receive the specific data you need.
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.
To create, edit and assign Staff Reports, please follow the steps below.
Step 1
Step 2
Step 3
Step 4