What are Beta Report Templates?

RPR Templates and My Templates (templates you have created) are the first step in creating a Next Generation Report (RPR’s newest reports!)

RPR Templates are a starting point that lets you create and share custom-built reports made to fit each client. 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 and a pricing strategy.

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.

Learn how to create a Next Gen Report ------->

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Buyer Template

Detailed information about a property and the surrounding community.

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Seller Template

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

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Property Single Template (Commercial)

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

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My Templates

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

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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.

How to Create or Change a Template

Choose a Template

Begin by accessing the Beta Report Templates from the Property Details pages, the Reports tab, the legacy Report generation page, or the Templates tab.

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.

Customize & Preview

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

The Report Preview will reflect changes in real-time as items are added, removed, or moved allowing you to review the template before saving.

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.

Save

Once you are finished customizing your template, click the Save as Template button then choose from these two options:

  • New Template: “Save Selections as New Template”

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

Templates Tab

You can find both the RPR Templates and the templates you have created on the My Templates page which you can access from the Reports tab, Property Details pages, legacy Reports page, and the new Report Editor.

Learn More About Next Gen Reports

Frequently Asked Questions

Templates

Click on the links below

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 and market trends in the area. 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 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.

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.

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.

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