Guide: Customizing Your Appraisal Reports with Comparable Sales
Adding comparable sales to your appraisal reports is a straightforward process once you understand how to create sales analyses and navigate sales pins within the DAS workflow. This guide will walk you through the steps to efficiently add comparable sales to your reports.
Step 1: Access the Report Tab
Once you've either created a custom farm or selected an existing one, navigate to the Report tab on the right-hand side of your farm selection interface.
In the Report section (left-hand side after selecting a farm), either:
Click on a previously created report, or
Click Create New Report > Appraisal Report to generate a new one.
Step 2: Navigating the Report Builder Interface
Inside the report-building interface, you’ll find various sections that will appear in your final property report.
Locate the Comparable Sales section and expand it by clicking the expansion icon (>) to begin adding sales data.
💡 Important: Only Sales Analysis & Appraisal Reports can be added as comparable sales. If the property you want to compare doesn't already have a Sales Analysis or Appraisal Report, you will need to create one first. If you don't want to complete an entire Appraisal Report, a Sales Analysis is the fastest way to use a property as a comparable.
Step 3: Creating a Sales Analysis (Optional)
Before adding sales to your appraisal report, you may need to create a Sales Analysis. Follow these steps to enable the necessary filters and create new sales analysis entries.
1. Enable Sales Layers & Filters
To easily identify sale history, you must turn on the correct layers and filters.
Turn on the Sales Layer:
Navigate to the Layers tab (top right of the screen).
Ensure the Sales Layer is activated.
Adjust Sales Filters:
Open the Filter tab and enable:
Sales Filter
Sales Pins Filter
Configure the filters to display relevant years and apply any additional criteria that suit your comparative analysis.
Adjust Sales Filters:
Navigate to the Filter tab and enable the Sales Filter and Sales Pin Filter for the specific years you wish to include and additionally if you wish to only display sales that fit within a range that will best suite your comparative assessment for the property report.
Do this for both the Sales tab and the Sale pins tab ensuring they both have the same years configured as one another.
2. Select & Approve Sales
Click on the highlighted property (system farm) of interest on the map.
The Sales tab will open in the farm interface, displaying historical sales data from the Valuer-General.
Click Approve Sale on any relevant sales that fit your criteria.
3. Create a Sales Analysis
Once a sale is approved, the "Approve" button will change to "New Sales Analysis".
Click New Sales Analysis to edit sale details and input valuation data.
The Sales Analysis includes:
Land values, improvements, production, and carbon inventory.
Analysis Summary— Calculates all the totals of your inputs which will be attached as part of your comparable for the Appraisal Report.
4. Creating or Editing a Custom Sale (Optional)
If no suitable sales exist in the Valuer-General dataset, you can:
Create a Custom Sale:
Click the Add button to create a new sale card.
Click Create New Sales Analysis for the newly added sale.
Edit an Existing Sale:
Click the three dots (top-right of the sale card) and select Edit.
Adjust the details as needed.
Click Approve and convert it into a Sales Analysis.
✅ Now your Sales Analysis is ready to be used as a comparable sale in your Appraisal Report!
Step 4: Adding Comparable Sales to Your Report
If you created a new Sales Analysis, reopen your Report tab and follow these steps to add comparable sales to your report.
1. Ensure Layers & Filters Are Enabled
Before adding comparable sales, make sure that:
Valuation Report Pins and Sales Analysis Pins are enabled.
Navigate to the Layers tab (top-right) and check that the necessary layers are selected.
2. Add Comparable Sales
You have two options for adding comparable sales to your report:
Option 1: ALT + Left Click MethodHold the ALT key and left-click on a valuation or sales analysis pin displayed on the map.
The sale will be instantly added to your report.
Option 2: Manual Selection via Property Interface
Click on the property area with the approved sale.
Go to the Sales Tab and click Add Nearby Sale next to the relevant sale.
✅ You have now successfully added a comparable sale to your report!
Step 5: Finalizing Comparable Sales DetailsOnce you've added your comparable sales, you can further refine them by:
Marking the comparable sale as:
Comparable
Inferior
Superior
Adding Specific Comments:
Include notes or explanations about why each sale was selected for comparison.
🎯 You can add as many comparable sales as needed to create a well-supported valuation report.
Key Takeaways✅ Comparable sales enhance the accuracy of your Appraisal Report by providing relevant market comparisons.
✅ You can use existing Valuation Reports or create new Sales Analyses for better comparisons.
✅ Filters & layers help you quickly identify and approve sales before adding them to the report.
✅ You can customize comparable sales with valuation details, property condition, and sales history to refine your analysis.