REA (Real Estate Assistant)
Commercial Real Estate Management Software

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First, click on the download button on the report you wish to download and save the file to your computer.

If this is an updated report, you will need to delete the existing report in order to overwrite it. To do this, in REA 9, click Report and select Report Templates. This will bring up the Report Templates dialog. Highlight the report you're going to overwrite and select Delete. It will then ask if you're sure you want to delete the report. If this is the report you wish to delete, click yes. Click close.

Next, on the REA menu click Report and select Report Templates. This will bring up the Report Templates dialog. Click the button labeled Import, then, in the dialog window, locate the report file and select it. Click the Open button. In the Report Properties dialog choose the database you would like the report to appear in in the drop down list box labeled For.

(This will also determine what view the report will show up for i.e. When you click Reports | Custom Reports when a contact view is active it will only show reports for contacts.)

Then select which team can view and print this report in the drop down list box labeled Team:. (Note: If the team selected is Private only you will be able to see and print this report)

Click the OK button. The report is now imported.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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