Points report by agents

This article explains how to setup and generate a report for points awarded for agents. Points can be calculated for transactions and/or Listings.

The agency must first configure a point calculation profile by clicking on Administration → Setup → General

Scroll down or navigate to the Number of points section, you can now create a new calculation for points by clicking on Add+ or modify an existing one by clicking on the pencil next to the profile.

In the Number of points page, enter all the information needed and click Save.

To recalculate points for transactions already completed, go to Administration → Special Functions → Listings and Transactions

Click on Recalculate Points

Select Transaction and/or Listings and enter the dates for which you would like the system to recalculate the points, click Submit

Once points have been calculated, you can now generate a report of agents points.

Click on Reports → Agents and non-agents → Points

Select the data you wish to see in the report and click on the format you would like to see it.