Category: Agent Reporting System

Admins can log in and visit the “All Reports” page to view, edit, delete or export ALL reports from ALL agents

Visit yourwebsite.com/all-agent-reports (replace yourwebsite.com with your actual website URL)

 

Add or Edit a Report

1. Go to your report page at yourwebsite.com/my-reports (change yourwebsite.com to your actual website URL)
2. Click the “Log In” link to log in, if you are not logged in already
3. You will see a button at the top to add a new Agent Report, and also a list of all of your existing Agent Reports
   1. Click the title or eye icon to VIEW a report
   2. Click the red X icon to DELETE a report
   3. Click the pencil icon to EDIT a report

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Add title, comments and media (images & PDFs) as needed

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Scroll down to “Custom Fields” and add data for listing shown below:

The website management will need to add new agents to the admin area in WordPress before the agent can submit reports.
NOTE:The agents will NOT have access to any other admin areas, only their own reports.

1. Log into WordPress Admin and click on Users > Add New in the left side menu
2. Fill in fields as shown above
3. Save.

The agent should be able to log into the Agent Reporting System immediately. The agent can click “Forgot My Password” to get an email with a link to reset their password to something new.