Update
Launched on Jun 07, 2023

Custom Reporting Best Practice

Custom Reporting Best Practice

Custom Reports is a powerful feature in Rex that lets you build highly customisable and interactive reports that can be shared with others in your agency. More data, more visibility, more opportunities.

Building your own Report

Rex users have the flexibility to choose the data they want to include, the format in which they want to present the information, and the level of detail they require. This feature enables Principals and Admin teams to focus on key metrics, and track performance indicators that are essential for making informed decisions. In this session, Cynthia will show you how to rearrange a Custom Report to suit your needs.

Want to learn more about Using Custom Reports, visit our help centre.

Personal Planner

Agents can utilise Custom Reporting to organise and nurture their upcoming appointments. This will help Rex users stay organised and manage their time effectively. Cynthia takes your through the Appointment Custom Report - this provides a clear overview of scheduled commitments, helping individuals avoid double bookings and ensuring they allocate appropriate time for each activity.

Want to Saving Reports for later? Visit our help centre for more info.

Recent Updates

Tenancy Applications—Now Smarter, Faster, and Fully Customisable

E-sign, track, and customise tenancy apps. Templates, auto-filled details, and smarter workflows—now live in Rex.

Security Enhancements 2025

To keep your Rex CRM account (and your data) safe, we’ve rolled out some new security measures.

One Step, Two Actions: Feedback and Reminders Together at last

Add reminders while entering feedback—no extra steps, no wasted time. Smarter follow-ups, effortless execution.

Fine-Tune Your Listing Reports with Land Characteristic

Filter listing reports by land characteristics for pinpoint accuracy. More control, better insights. Available now in Reporting > Listings.

Enhanced Activity Logging Now Live!

90-day activity logs for logins, profile updates, and security changes. Investigate unauthorized access with ease.

Drag, Drop, Done! A Faster Way to Upload Files

Drag, drop, and upload instantly. Faster, smarter file management—now live in Rex CRM.