Unlike Appraise-It Classic, Appraise-It Pro’s report files are intended to contain only the forms you actually require for a given report. Adding and removing forms from a report is fast and easy, and you can save templates to make starting new reports even faster.
Starting a Blank New Report
1. Go to the New tab of the Backstage. 2. Select the report type you wish to open. 3. Select the Default Template. 4. Select Create Report.
By default, common addenda will be included when you open the blank default template. If you do not wish to include these, clear the Include suggested forms in the default template check box at the bottom of the Templates column.
Managing and Organizing Your Report
The Report panel displays the current contents of your report file. The order the forms are listed there determines your report’s default print order.
To add a new form to the report, select Add. Browse or search for the form you need, select it, and drag and drop it into the Report column on the right. You can also use the left and right arrow buttons to move selected forms in and out of the report, and the up and down arrow buttons to reorder forms in the report. Select Save and Close when you’ve made your changes.
To quickly add another copy of a repeatable form that already exists in the report, select the green plus to its left. This will add a new copy of the repeatable form, plus any associated forms (i.e. adding a second comp addendum also automatically adds a comp photo addendum).
To remove a form or addenda, select it and then select Remove.
Be sure to remove any forms you don’t plan to fill out. This will simplify report delivery and make it easier to browse your report contents.
You can drag and drop the forms in the Report panel to change their order. You can also select an addendum and use the arrow buttons to move it up and down in the list.
You can rename some forms, like the PDF, Word Processing, and text addenda, to help keep track of your report’s contents. To do this, select the addendum, then click Rename.
To help quickly navigate your report’s contents, you can use the row of buttons directly above the form list to filter the list. By default, all forms are displayed, but you can narrow it down to just comparables and adjustments addenda, comp photos, subject photos, map and sketch addenda, documents, or a combination.
Creating a Template
A template saves the forms that are in the report and their order, any formatting changes made to any fields in the report, and any text or images present in the report.
1. Go to the Home tab and select Save As, then select Save As Template. 2. Enter a name for your template and select Save.
Do not change the folder Appraise-It Pro selects in the Save As dialog. If you save your template elsewhere, it will not be available when starting a new report.
