Activity Reports are a powerful way to communicate deal progress with your clients—whether you’re representing the landlord, property owner, tenant, or buyer. With Rethink’s customization options, you can tailor the content, structure, and even the branding of your reports to match your workflow and identity.

⚠️ Only users with System Administrator permissions can configure Activity Report templates and branding.

Path: App Launcher > Rethink Settings > Deal Activity Report Settings > Templates

1. Click the App Launcher and navigate to Rethink Settings.

2. Click on Deal Activity Report Settings.

3. You'll land on the Templates tab. Click on the [+] to create a new Activity Report template.

4. Enter a Template Name and choose a Record Type.

Note: Only one active template is allowed per Record Type. If one already exists, deactivate it before creating a new one.

5. Add fields to the report by clicking the [+] button under each section. Any empty sections will not be displayed on the report when the report is generated.

Emails can sometimes clutter your report with long or technical content. You now have the option to exclude all email activity from the report entirely. Just check the box labeled "Hide Email Activity" when editing your template.

6. Click Save once your template is complete.

Path: App Launcher > Rethink Settings > Deal Activity Report Settings > Branding

Make your reports feel like an extension of your brand. You can now:

These branding elements will appear in the PDF version of your activity reports. Branding support for the emailed version of the report is coming soon.

The recommended image size is 325 x 109. If you’re having trouble getting your logo to display properly, feel free to contact our support team for assistance.

Next, learn how to send activity reports to your clients!