Create Reports


Click this video to see it in action!

To create a new report in TOTAL using SmartStart:

  1. In the top left of the Appraisal Desktop, click New on the toolbar at the top of the screen.

  2. In the SmartStart screen, type in a Report Description.  While this is the only required field to start a new report, you can also enter a property address, or mark the report as an FHA or VA report, as needed.
      HINT:

    To use the property address as the report's Report Description, check the Same as property address box.  If you want to include the City, State, or ZIP code in the Report Description, check the box Include City/ST/Zip.

  3. Choose which screen to view next:
    Forms PowerView
    Takes you into the Forms PowerView of a new report.  Select your form type from a small list of popular, major forms in the drop-down menu to the right.  The Forms PowerView populates with the blank chosen form.
    Table of Contents Screen
    Takes you to the Contents window to add forms to your report from TOTAL's forms library.  Choose this option if you're looking for specific, or multiple forms.  A comprehensive list of available forms, including cover pages, addenda, and more are displayed.  This allows you to build the initial list of forms in your report.
    Merge Screen
    Opens the SmartMerge screen, allowing you to merge with a report or template that you have already created.  This gives you the option to avoid starting a report from scratch.  Click here for more information on copying or "cloning" a report.
    Assignment PowerView
    Takes you to the Assignment PowerView to set up the initial details of your new report, such as client information, billing, file numbers, and more.  Once you've entered your assignment data, navigate to the Forms PowerView.  From there, you are directed to the Contents window, where you can begin adding forms into your report.
  4. After filling out the property information and chooing your report creation options, click OK to start the report.
  NOTE:

The first time you save your report, TOTAL asks you where to store your file.  Select a folder from your Appraisal Desktop in the window that appears, and click Save.