Create efficient reports that stand out from the crowd and focus your time on professional interpretation, by using document automation, to remove the awkward and repetitive formatting of a valuation document.
Reports are structured in sections and sub-sections which can be added by clicking the orange buttons ‘Add Section’ and ‘Add Subsection’.
On the right side of each section is a context menu button with the following options:
- Numbering: Include or exclude a section number
- Display on TOC: Show or hide the section title on table of contents
- Delete the section
- Numbering: Include or exclude sub section numbering
- Indentation: Include or exclude indentation
- Add a new subsection above or below the current subsection
- Delete the subsection
Tip: if you have section and subsection numbering switched on, subsection numbering will be 1.1, 1.2, 1.3 etc. If you have section numbering switched off and sub section numbering switched on, subsection numbering will be 1, 2, 3.
Simply click the reorder button and drag and drop sections or subsections into their new order.
Once amendments have been made it can be saved with the alterations reflecting the report.
Turn on & off TOC
The table of contents can be toggled on or off by sliding the button from right to left, this will strikethrough the ‘Table of contents’. Turning off the TOC will significantly decrease the export time of the report.
Writing your Report
The content of the report will reflect your template. Simply follow the report, populate relevant sections, select options and follow guide text.
You can navigate to a section or sub-section by scrolling or using the table of contents on the right-hand side.
Guide text can be added in the report at a template level which offers guidance throughout, directing the user to behave in a certain way and offers advice on what should be included (see example below). This text is automatically removed on all exports.There are 2 ways to interact with the report:
1. Preview Mode
In preview mode you can quickly read through a report and complete the form filling parts of the report.
As you work your way through the report you will notice yellow and blue boxes.
The yellow box indicates where you need to add comments. Guide text will provide advice on what to write.
The blue drop down box provides a list of responses to choose from.
Check boxes allows a valuer to select a sentence or paragraph from a bank of responses. The below example shows two options. In the report one, two, both or none of the options can be box ticked. In the final report only selected options will be included in the export.
2. Word Processor
Double clicking anywhere in the report will open up the word processing mode. In this mode valuers can write their analysis, change the formatting and add images, tables or comparables.
Adding a Table
A table can be created with a custom number of rows and columns. Simply click the table feature button in the task bar, click table, and drag the cursor horizontally and vertically creating your desired table of up to 10 rows and 10 columns. More rows and columns can be added later if required. Once you have drawn your table on the grid, click the bottom right blue square and the table will be added to the report.
Right click the table to format the table, individual cells, rows and columns or delete the entire table.
Editing Cell Properties
Hover over ‘cells’ and click ‘cell properties’. Options include:
- Width – set the cell width in pixels (px) or percentage (%)
- Height – in pixels (px)
- Cell type – header, footer, body
- Scope – row, column, row group, column group
- H Align (horizontal text alignment in the cell) – left, center, right
- V Align (vertical text alignment in the cell) – top, middle, bottom
- Border style (this lists borders available when editing the style for cells, rows and tables)
- Border color
- Background color
Highlight the cells, right click, hover over ‘Cell’ and select ‘Merge cells’.
Select the merged cell, hover over ‘Cell’ and click on ‘Split cell’.
Hover over 'Row’, this will display the options including insert, delete, cut, copy, paste rows and the option to change the row properties.
Hover over 'Column’ this will display the options including insert and delete column.
Editing the Table
Click on ‘table properties’ this will display options available to edit the table.
- Width - set the cell width in pixels (px) or percentage (%)
- Height - in pixels (px)
- Cell Spacing - for when the border separate feature is selected, this will be the space between each cell
- Cell Padding - for when the border separate feature is selected, this will be the internal cell padding
- Border Width - in pixels (px)
- Show Caption – this will add a caption box at the top of the table to add a label/heading
- Alignment - left, center, right
- Border collapse – the table remains the same (top screenshot)
- Border separate - cells are separated with cell spacing settings (bottom screenshot)
- Border Style
- Border Color
- Background Color
Deleting a Table
Simply click on the delete option to remove the table.
Tip – there is an option to undo this action providing you have not clicked out of the section/subsection. If you click out of the area the table is unrecoverable as the autosave function overwrites.
Select the ‘Data’ tab on the task bar and click whether the comparables are from ‘rental’ or ‘sales’ deals.
Customise the content of the comparable in the final report by dragging and dropping relevant fields from the left ‘available fields’ to the right ‘selected and ordered fields’.
Choose to display the comparables in a table or as cards, include or exclude photos and whether to include a space for comments.
Insert an image using the word processor feature by double clicking into the report at the desired location and click the image icon in the task bar. Multiple images can be added by clicking various thumbnails.
All images uploaded in the Site Inspection and Clipper Tool will be listed or you can upload new images. Click on the images you wish to include in your report and click insert.
Right click on the inserted image to delete/edit image.
A label can be added to the photo by clicking ‘Toggle caption’. This will display the image name as a caption below the image.
There are various options that can be used for editing the image:
- Colour Levels
- Zoom in/out
Once completed, click save and the image will reflect changes in the report. Changes do not alter the original image.
Adding an Appendices
Add an appendix by clicking “Add appendix” at the bottom of the report or below the table of contents.
Choose to upload a new document and add a title. Select the context menu to either delete or add an appendix. There is an option to ‘Upload Files’ to add images/documents to the appendices.
When you export the report, a separator page will automatically be added including the tile and appendix number.
Select the reorder button:
This will enable the user to drag and drop sections and organise appendices quickly.
At the top of the page you can export via:
- PDF - with appendices attached
Once ready, a notification will appear at the top right corner of the screen at the notification symbol.
At this stage wait for the second notification to appear, then click to review your export.