How to create a Next Gen Report (Beta)

Our Open Beta test phase for RPR Next Generation Reports is underway! Choose from three RPR report templates: Buyer, Seller, and Property (Single), or create your own reusable templates. Additional report templates will be introduced in the coming months.

RPR Next Generation Reports offers everything you have asked for–reusable templates, easy customization with real-time report preview, automatic data updates, and more!

Our current reports are also still available- no changes to them or how they are created.

Create Reusable Templates

Customize & Preview in Real-time

Reorder Sections & Pages

Automatic Data Updates

and Much More!

Step 1

Choose a Template

The first step in creating a Next Gen Report is to choose from three RPR templates or from templates you have previously created (My Templates)

Buyer Template

Detailed information about a property and the surrounding community.

Learn More

Seller Template

Detailed information about a property’s value and the surrounding market conditions.

Learn More

Property Single Template (Commercial)

Detailed information about a property’s features, history, and nearby traffic counts.

Learn More

My Templates

Create your own by customizing an RPR Template or a previously created template.

Learn More

RPR Templates

RPR Templates are designed for popular scenarios, like a buyer wanting facts about a property, its neighborhood and local schools.

Or a client looking to list their property is interested in the value of their home, market trends in the area, and a pricing strategy.

Most of all, RPR Templates are a starting point that lets you create and share custom-built reports made to fit each client.

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.

You can access the Beta Report Templates from the Property Details pages, the Reports tab, the legacy Report generation page, or the Templates tab.

Step 2

Add a Title

Give your report a title or leave blank to use the default title (Buyer, Seller, Property Single.)

You may be prompted to enter a property address or MLS Listing ID also.

The first time you select an RPR Template, you will see a page with a brief description of the template and a sample report showing the default content.Click the arrow to page through a sample report. If you decide to use the template, click the Use this Template button to continue.

Step 3

Customize & Preview

Once you choose a template, you will land on the Report Editor-here you will  select the information you want in your report. You can add or subtract data, photos, charts, etc. and also customize your cover page, reorder sections, upload your own pages, and more!

 

The Customize menu shows each section that can be included in a report.

Beside each is a number range that tells how many options are available within that section and how many have been selected (some are selected by default)—for example, 3/5.

  • Click the downward arrow to expand a section.

  • Click an item to add or remove it from the report.

  • Grab the six dots on the left to move sections or items within a section to change the order.

  • Click “Reset” to reset to the default selections.

The Report Preview will reflect changes in real-time as items are added, removed, or moved allowing you to see your report (an make edits) before its run.

 

Step 4

Run Report

Click the Run Report button when you are finished customizing your report. Save your report for later, email to your client, share to social media, download, or copy and share a link.

  • Save Report: Save a report to use later. All future changes will be automatically saved.

  • Copy Link: Copy the report URL to use as you wish. When clicked, links will rerun any report older than 48 hours*.

  • Email: Email the report directly to your client and cc yourself. When clicked, links will rerun any report older than 48 hours*.

  • Download: View, download, or print your report.

  • Share to Social: Share your report on Facebook, LinkedIn, or X. When clicked, links will rerun any report older than 48 hours*.

*Every 48 hours, when the report link is clicked, a new report will generate with updated information (like prices, listing statuses, public record data, etc.)

Step 5

Create or Change a Template

Creating 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.

To create a new template or to change a My Template (a template you previously created), first customize a template in the Report Editor (add or remove data, charts, photos and move sections), then click the Save as Template button and choose:

  • New Template: “Save Selections as New Template”

  • Change a My Template: “Save Changes to Template”

Learn More About Next Gen Reports

Frequently Asked Questions

Templates

Click on the links below

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.

Customized templates (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

Click on the links below

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.

Share This Story, Choose Your Platform!

Popular Articles

Recent Articles