Clearing Comparable Data from a Report
- Position the cursor on a comparable.
- Click Comps > Clear or press CTRL+Z on the keyboard.
- Click Yes to clear the contents of the comparable, or click No to cancel the action.
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Once property data is saved in Research, it is available for future appraisal reports. Import property data, including associated images, into the selected destination on the market grid.
Options
Do not check for duplicates – Selecting this option adds the selected comparables to Research regardless if duplicate records exist in the database.
Launch Research – Selecting this option automatically opens Research when comparables are exported.
Do not include photos – Selecting this option exports the comparable data to Research without the comparable photos.
Add new property – Adds a new copy of the comparable data to the database. Retaining older copies of property data is useful for retrospective appraising.
Overwrite existing property – Replace the existing comparable data with the current data.
Do not export comp – Comparable data is not exported.
File Lister is a listing of all files created using Report and updated with corresponding orders in Track. File Lister provides a quick and easy way to view the order information for appraisal files. File Lister utilizes canned and user-defined View and Search Schemes to organize the displayed list.
Set the Report-to-Track integration options under Environment Options in the Report program. Integration options control updates to the Track database when saving and closing reports.
Setting Integration Options
Database
Update order database on close
Selecting this option automatically updates the Track database when closing a report. This option is selected by default.
Only if the report file has been modified
Selecting this option updates the Track database only when the report has been modified. This option is selected by default.
Always create an appraiser if one does not exist
Selecting this option automatically creates an appraiser record in Track if the appraiser is not found in the database.
Always create client if one does not exist
Selecting this option automatically creates a client record in Track if the client is not found in the database.
View Schemes help organize the information in File Lister. Use View Schemes to create custom on-screen displays of fields in a specific order. Creating or modifying a View Scheme sorts the on-screen display without hiding or filtering data. File Lister includes preset View Schemes that can be modified.
Index – Sorts using a pre-defined indexing method.
Fields – Sorts by selected grid fields.
OK – Applies View Scheme settings immediately (one-time view).
Cancel – Returns to the previous screen. Changes are not applied.
Defaults – Restores the default settings for the selected View Scheme.
Delete – Removes the selected View Scheme.
Save – Saves the current settings to the selected View Scheme name.
Save As – Saves the current settings as a new View Scheme.