How do I customize a comparable report?

Question

How do I customize a comparable report?

Answer

From your comparables report list, select Edit for the report you want to customize.

ComparablesReportEDIT.png

There are 7 pages within each report you can customize. They are:

  1. Opening
  2. Subject Property
  3. Comparable Values
  4. Historical Data
  5. Compare
  6. Market Value Calculation
  7. Closing

Remove a Page

You can remove a page from the report by selecting its X. 

    Removepage.png

Be sure to hit the Save Report button after you remove a page.  

 

Move Page Positions

Select the page you want to move, then use the up or down arrow to move to another location. 

    MovePage.png

Be sure to hit the Save Report button after you move a page's position. 

 

Add or Edit a Suggested Property Value

On the Opening and Comparable Values pages, you can add or edit a suggested property value to your report. Select the Edit button next to the Suggested Property Value space, then enter your value.  The value is saved automatically, and you do not need to use the Save Report button.

  Opening page:

  EditOpeningSuggestValue.png

 

Comparable Values page: 

  EditCompValuesSuggestValue.png

 

Add Your Branding

On the Opening and Closing pages, you can add or edit your image and contact information. Use the Edit button next to the little circle to add or edit your image. Then use the Edit button below to add or edit your contact information. Your image and contact info are automatically saved, and you do not need to use the Save Report button.

    Edit Image

OpeningImageEdit.png

    Edit Contact Information

OpeningContactInfoEdit.png

 

Tip: the contact information titles are only suggestions; you can enter any text in the boxes. 

 

Remove a Comparable Value

On the Comparable Values page, you can remove (or add back) comparable values you do not want to show your client. To remove a value, select its Remove button.  When editing the report, removed values are grayed out but are hidden when viewing, emailing, or downloading the report. The report automatically saves when you remove or add back a value, and you do not need to use the Save Report button.

CompValuesREmoveValue.png

 

Add a Closing Message

On the Closing page, you can add a message up to 150 characters long. By default, the message is Thank You! To change this, select the Edit button next to it, then enter your message.  Your message is saved automatically, and you do not need to use the Save Report button.

ClosingMEssageEdit.png

 

 

Adjust the Map Position

On the Subject Property and Comparable Values pages, you can adjust the map position. To move the map, drag it to your desired position. You can also zoom in or out using either your mouse scroll or pinching on a touchscreen. 

SubjectPropertyAdjustMap.png

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