Video Guide
Written Guide Getting Customizing your Property report with Nearby Sales
Adding nearby sales to your property report is straightforward once you know where to look. This guide will walk you through the steps to add nearby sales to your report, including how to approve sales and use them for comparison.
Step 1: Access the Report Tab
After creating a custom farm or selecting a previously made custom farm, go to the Report tab, located on the far-right of your farm selection interface.
In the Overview section (on the left-hand side after selecting a farm), either:
Click on a previously created report, or
Create a new one by clicking Create New Report and selecting a previously made Property Report by left clicking on the box representing your desired report.
Step 2: The Reporting Builder Interface
Once inside the report building interface, you’ll see various sections representing the content that will appear in your final property report.
Navigate to the Nearby Sales section by click on the expansion icon (>) to begin adding sales data.
💡 Important: Only approved sales can be added as comparable nearby sales. If the sale isn’t approved yet, you’ll need to approve it first (see Step 3).
Step 3: Approving Sales
To approve a sale for use in your property report:
Turn on Sales Layer:
Go to the Layers tab (located at the top right of your screen interface) and ensure the Sales Layer is activated.
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.
Select and Approve Sales:
Click on the now highlighted system farm of your interest on the map.
The farm interface will open to the Sales tab, showing a history of Valuer-General sales.
Click Approve Sale on any sales that fit your criteria.
Create/Edit a Custom Sale (Optional):
If no suitable sales are available from the Valuer General and you’d like to input your own data, you can create a custom sale. To do this, click on an existing sale card, or by navigating to the drop down menu on the top right of the sale card and then clicking the edit sale button, to open its details and customize the information as needed.
You can also add a new sale by selecting Add Sale. Once added, a new pin will appear on the map, centered on your selected property. To edit this newly created sale, follow the same steps as editing an existing sale: click on the sale card to open the details and make any necessary adjustments.
Now you have approved sales ready to be used for nearby comparisons in your property report!
Step 4: Adding Nearby Sales to Your Report
Once sales are approved, you can add them to your report’s Nearby Sales section:
Reopen the Report:
If you created a custom sale, return to your report and go back to the Nearby Sales section.
Add Sales: You have two options for adding a sale:
Option 1: Hold down the ALT Key + Left Click on an approved sales pin displayed on the map.
Option 2: Click the property area with the approved sale, go to the Sales Tab, and click the Add Nearby Sale button next to the sale you want to include.
Done!
You can now add as many nearby sales as needed for your report. This allows for comprehensive comparisons tailored to your property’s specific requirements.
For further assistance on creating a custom farm, check out our detailed guide here: How Do I Build a Farm to Match My Customer’s Farm?
If you have additional questions or need further clarification, don’t hesitate to reach out!