Edit the reports included with your site

All of the reports that have been included with your Point2 Agent website can be edited to better meet your business needs. In order to edit the reports, you will need to modify the document that was uploaded to your website.

To gain access to these documents:

  • Go to the public side of your website and complete the report request form to have the reports emailed to you if you have registration turned on or click the report to download the document if registration is turned off

  • Save a copy of each report to your computer
  • Make your modifications to the reports and re-save them

Now you will need to go back to your website, delete the existing reports and replace them with your modifications. To do this:

  • Sign in to your Point2 account at
  • Click Websites from the top menu
  • Click Agent Site
  • Click Edit in the Agent Site section
  • Go to the page containing your Online Reports 
  • Click on the Add/Edit Online Reports link from within the Online Reports content section 
  • Using the Delete link located to the left of each report, remove each report that you wish to replace 
  • Now click the Add a New Online Report link 

  • Enter the name you want to appear for the report, a category (this is for administrative purposes only) and a brief description 
  • Using the browse button find the location of the file, select it and click Open 
  • Click OK to save your report 
  • To view what you have added, click Back to Edit Website
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