When representing landlords or sellers, it’s important to showcase the work your team has done. Rethink makes it easy to share this with clients by generating a professional activity report with just one click.
How to Send an Activity Report
You can find the Send Activity Report button on any Landlord Rep or Seller Rep deal. The button appears at the top of the deal record—either in the main button panel or within the drop-down menu, as shown below:
📌 Don’t see the button?
If the Send Activity Report button is missing from your deal page, your Rethink system administrator may need to add it to the page layout.
After clicking Send Activity Report, a window will appear prompting you to complete a few fields:
Recipients
Select one or more existing contacts to receive the report. If the contact hasn’t been added to your database yet, you’ll need to create the contact record first.
📅 Date Range (New!)
Choose a specific date range to filter the activity shown in the report. This helps tailor updates—for example, a weekly or monthly snapshot—by including only relevant activity based on each record type’s associated date field.
Template
The report template is Deal Activity Report (Rethink). Leave this as-is.
Record Activity
Check this box to log the activity report as an entry in the deal’s activity timeline, helping your team keep a complete history of communications.
Once your selections are made, you have two options:
Click Send to email the report directly to your selected contacts.
Click Save as PDF to preview the report or download a copy for your records before sending.
This flexible setup ensures your reports are accurate, professional, and tailored to each client’s needs.
You can also customize your activity report with the help of your system administrator. If you haven't already done so, take a look at the linked help article to ensure you are capturing the desired fields on your report.