Create efficient reports that stand out from the crowd and focus your time on the professional interpretation by using document automation to remove the awkward and repetitive formatting of a valuation document.
Write your report
Report content will be reflective of your template. Changes made in the report will not update your template. Simply follow the guide text to populate the relevant sections of the report. The guide text, in purple, will automatically be removed from your exported report.
Reports are structured in sections. Each section contains multiple questions and answers. Valuations360 provides full flexibility to edit sections, questions, answers and reorder any part of the report.
You can jump to a section using the table of contents.
Sections will be numbered automatically and contain a section title. From the section context menu you can:
- Reorder the report by moving sections up and down. All questions within the section will be moved as part of the section.
- Edit the section title
- Add a new section below the current section
- Add a new question to the bottom of the current section
- Delete the section. If you delete a section, it will delete all questions and answers within that section. Once deleted this can’t be undone
Add or remove a page break before the section. Please note that your template may be set up to start all new sections on a new page.