It’s quick and simple to add comparables to a report by using the evidence wizard. Add comparables below a question by clicking the paper clip symbol next to a question and following the attachment wizard.
Step 1: Name your table
At this stage, you are able to add an optional Title. Select “Comparables”.
Step 2: Choose your source
Decide to include the Rental or Sales deals and click “Next”.
Step 3: Select columns
Choose the data fields to include. By default some fields are automatically selected, but you can choose to add or remove fields as you wish.
The downwards arrows indicated there are multiple fields grouped together. Click the arrow to expand. An orange tick indicates that at least one field from the group has been selected.
Click “Show more” to view additional fields.
Click “Clear all” to unselect all fields.
Click “Next” to continue.
Step 4: Select records
All comparables from the Research stage will be automatically selected. Click on a comparable to deselect it from the report or click “Unselect all”.
In the right hand corner, choose your measurements to be in SqM, SqFt or both.
In the preview table, use the context menu to reorder the columns.
Either insert into the report as a Table or as Cards.
A Card will include any available image of the comparable. Once added to the report, if multiple images are available, use the arrows to rotate through the images and select your desired image.
Cards also include a description box allowing a valuer to comment on the comparable.
The can always be selected to close the evidence wizard.
Step 5: Editing and deleting attachments
Hovering on the context menu of a comparable will provide the following options:
- Remove images. Simply select “Remove property images” in the context menu. If you change your mind, you can add images back to the card using the context menu and selecting “Include property images”.
- Delete comparables. Simply click “Delete”. Please note this will delete all comparables in the group and this will also delete any descriptions in a card. This cannot be undone.
- Edit the attachment. Simply click “Edit”. All stages at the top of the page will be highlighted, click to navigate through the process. Once at the last stage, click “Save Changes”.