What are My Templates?
My Templates are templates you have created by customizing an RPR Template or templates you have previously created.
Customized templates allow you to mix and match report elements to create unique reports for a variety of situations. For example, you could create templates for a First Time Home Buyer, CMA Report, Listing Presentation, or an Open House.
Click this link to learn how to create or change a custom template (My Template).
Frequently Asked Questions
Templates
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The first three templates we have launched are geared toward popular scenarios, such as buyer clients needing information about a property, the surrounding neighborhood, and schools. While, a client looking to list their property is more interested in the value of their home and market trends in the area. Most of all, RPR Templates are a starting point that lets you customize your report to meet each client’s needs.
My Templates are templates you have created by customizing an RPR Template or templates you have previously created. Creating your own customized templates allows you to mix and match report elements to create unique reports for a variety of situations. For example, you could create templates for a First Time Home Buyer, CMA Report, Listing Presentation, or an Open House. Custom templates let you quickly create reports to fit each client’s needs.
Yes, to create a Next Gen Report you must start with an RPR Template or a My Template (a template you previously created by customizing an RPR template.)
You can find the templates you have created in the My Templates page which you can access from the Reports tab, Property Details pages, and the new Report Editor.
The initial Beta phase offers three templates: Buyer, Seller, and Property Single (commercial). Additional templates like Market Activity, Trade Area, Neighborhood, School, and more will be introduced in the coming months.
A template is a reusable format used to create your report. A report is the finished product.
You can save up to 20 templates at a time.
Templates do not expire.
No, templates do not save any property-specific data or location details. They only store the selected sections and layout preferences that you chose when creating the template.
Additional templates like Market Activity, Trade Area, Neighborhood, School, and more will be introduced in the coming months.
Reports
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The Next Gen Reports are in a separate section of RPR than the Legacy Reports. You can find the reports you have created on the Next Gen My Reports page, which you can access from the Reports tab in the main RPR top navigation.
Yes, ithe report link updates every 48 hours when it is clicked.
A report link will expire after a year if the link is not clicked. If the link is clicked before the year is up, the link will remain active for another year.
Yes, our legacy reports are still available throughout the Beta phase, giving you time to transition to the new system.
You can provide feedback by clicking the “Beta Feedback” button on the Report Editor, My Templates page, or My Reports page.
Yes, the title you give your report will show on every page of your report and in the email sent to your client (if you share your report via Email from RPR.)
You can customize your report by selecting a template and then customizing it (adding or removing data, charts, photos, moving sections, etc.) in the Report Editor. Once finished, you can create your report by selecting the Run Report button.
Need Help?
If you need additional assistance, contact RPR Member Support at (877) 977-7576 or open a Live Chat from any page of the website.
