In this guide, I'll show you how to use the Rezi Reporting system. It'll cover all manner of reports from negs performance to property stats.
To get into the reporting, you must first click on the graph at the top of the screen.
Once clicked a window will appear that houses all of the reports in Rezi found on the left-hand panel.
You can use the left-hand panel to navigate your way through the reports. There will be a series of reports on some of the options. For example 'Activity' has 9 reports in that option.
Click on the report that you would like to view on the extended panel and it will open up the report for you in the main window. You are also able to set date ranges from the date picker at the top of the screen.
In the report itself, you'll be able to see columns with headers and the data displayed below it. If the report is regarding a branch then you'll be able to click on the branch's name to drill down the report further. This will give you a more in-depth look at each property.
Please note that if you hover over the 'i' symbol next to each header, it'll explain what the column relates to.
You are also able to export the reports, should you wish to use Excel features on the data.
You will have several reports that are laid out in column style. There are a few interactive reports in the 'Event Reporting' category.
Click on the bottom option on the left-hand panel for 'Event Reporting'.
This report will allow you to cross-reference data within the system. You can use the filter in blue at the top to display the data you'd like to see. For example, if I wanted to see what keys have been signed out by a certain neg, I could simply use the filters to achieve this. You can click on the filter for negotiator and type in the name of the person. Then use the filter for 'Event Type' and type in 'Keys'. Click 'Search' to display the information in the table.
Related Articles
Rezi PM Access
Rezi PM Access If you have not used the Rezi admin area before, please follow this guide first to show you how to access and use it - https://my.dezrez.co.uk/portal/en/kb/articles/settings-and-preferences-new In your agency admin area, you can choose ...
Applicant Facing Tool - Turning Rezi into a Presentation Tool
Ever wanted to show your applicants properties on Rezi, however you worry about GDPR? Don't worry. Rezi has a feature where you can choose to have an 'Applicant Facing view. This guide will take you through creating a list of properties for an ...
Creating Custom Dashboards with widgets
This guide will take you through the creating custom dashboards on your Rezi homepage. Take a look at our guide on how to 'add a custom widget' You have the ability to customize your home dashboard to show widgets specific to your daily Rezi needs. ...
Maximizing Rezi Performance: The Importance of Meeting The Minimum Specifications
Introduction In today's digitally-driven world, estate agencies rely heavily on Customer Relationship Management (CRM) software to streamline operations, manage client relationships, and drive business growth. However, the efficiency and ...
Rezi Chat
The Rezi chat option allows users to send instant messages to each other through Rezi. To access the chat option, you can click the message bubble in the top right corner as shown below. You are then able to click a contacts name and start ...