Our Marketing Template Report gives you a clear view of which document, email, and grid templates are the most and least used across your users — and which templates are being used for which properties and property types, allowing you to cut down on template clutter and focus on the assets your teams actually use!
Accessing the Marketing Template Report
You can access the Marketing Template Report by navigating to the Reports tab (note: if your top bar has drop-down options, this will be nestled under Showcase).
What you can do with the report
Filter your results
Narrow the report down using the following filters:
Asset type — Document, Single-Property Email, Multi-Property Email, or Grid
Date range — When the template was created
Created by — The user who created the template
Primary Broker — The primary broker associated with the listing the asset was created on
Customize your columns
Click the Actions button to choose which columns appear in your report. By default, all columns are selected — simply deselect any you don't need.
Downloading the report
You can download the report by selecting the downward arrow icon to the left of the Actions button.
