How do I create an HTML Report?

Reports are made up of 3 separate templates; the header, the content and the footer. You will need to setup a template for each of these within Expert Agent and then once you have done this you will need to create the report template itself.

To create a report template you will need to go to the property grid, right click and select the ‘Outputs - Create Report’ option. This will then open a window displaying your existing report templates and in the bottom right corner there will be a + button. You click the new button, and this will allow you name your new report, choose how many records show per page in your report and set the report type.

You will see 3 dropdown boxes within this screen asking you for a header template, content template and footer template - this is where you would assign the 3 templates that you have created. 

Please see the Reports section of the manual or the Reports Video on our YouTube channel.