Viewing a Valuation Summary Report

Overview

The Valuation Summary Report screen allows Users to view, add to favorites, and download the Valuation Summary Report.


Relation Information/Setup

Please see the article Submitting a Building for Valuation for information on creating a Building for Valuation.

Please see the Setting up a Building Valuation Using Multiple Currency for further information on using multiple currencies for the Replacement Cost estimation.


Navigation

  1. From the Home screen, click the Navigation Menu and select Valuations from the dropdown menu.

Navigation Menu

  1. From the Get Valuations screen, click a Building Name link on the Automated Valuation Complete section.

Building Name Link

Viewing a Valuation Summary Report

  1. From the Details tab, scroll to the Valuation Summary Report button.
  2. Click the Valuation Summary Report button.

Valuation Summary Report Button

  1. The Valuation Summary Report screen will appear. The Report Loading screen may appear if the system is having trouble generating the Valuation Summary Report. The Report Loading screen will indicate that it may take a while to load the report.

Report Loading Screen

  1. From the Valuation Summary Report screen, you can perform the following Report Options:
Click the Add to Favorites icon to add the report to the My Tasks section on the Home screen.
Click the Refresh icon to refresh the report data.
Click the PDF icon to download a PDF version of the report.
Click the Word icon to download a Word version of the report.
Click the Spreadsheet icon to download a .csv version of the report.

Valuation

Valuation Summary Report

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Glossary of Terms