Public Records: How do I customize a comparable report?
There are 7 pages within each report you can customize. They are:
- Opening
- Subject Property
- Comparable Values
- Historical Data
- Compare
- Market Value Calculation
- Closing
You
can remove a page from the report by selecting its X.
Select the page you want to move, then use the up or down arrow to move to another location.
Be sure to hit the Save Report button after you move a
page's position.
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.
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.
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.
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.
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.
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