RPR’s Dynamic Client Reports

Date/Time
Date(s) - May 21, 2026
12:00 pm - 1:00 pm


RPR Reports are how you share your insights and expertise with your clients. Reports offer reusable templates, easy customization with a real-time report preview area, automatic data updates and more! Each report has a different use case and every report is unique and designed to meet the needs of you and your clients. In this class, we’ll explore the intricacies of how to make RPR Reports work for you!

RPR will cover:

  • Utilizing RPR’s predesigned report options
  • Creating your own customized, report templates
  • Sharing reports via email, download, text or by posting on social media
  • Making the most of the dynamic links to seamlessly prospect and ensure information is up to date
  • Adding in custom pages for further personalization

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