Search for Reports

 
     

Sometimes the easiest way to find the right report is to perform a basic report search.  The Appraisal Desktop provides three different ways for you to search for the reports you need:

 

Simple Find

The simple or “basic” find tool provides a quick way to locate reports by searching through your files for a certain phrase.  As you use the simple find tool, keep in mind that it searches through all fields in your report, so a search for “123” may bring up reports with an address of “123” and with a Map Reference number containing “123.”  To use the simple find tool…

  1. In the Appraisal Desktop, type a search phrase into the Look for field above the file list.
  2. Select the folders you’d like to look in from the Search In list.
  3. Click Find Now to display the results.
  4. Click Clear to reset your search criteria and display all of your files.

 

Advanced Find

The advanced find tool helps you get around the limitations of WinTOTAL’s basic find.  With advanced find, you can combine a series of fields together into a very specific search or you can just ensure that your search for “123” limits results to those containing “123” in the address field.  To use the advanced find tool…

AdvancedFind.png

  1. In the Appraisal Desktop, click Advanced Find in the upper left corner of the screen.
  2. In the screen that appears, type as many individual search phrases into the provided boxes as you like.  The more search phrases you type, the more WinTOTAL refines your final search results.
  3. To expand your search beyond the currently selected folder, click the Search all folders box.
  4. If you’re going to perform multiple searches, you may keep the Advanced Find screen open even after you execute one search. Click the box at the top of the screen.
  5. To limit the list of reports to those that involve subject properties within a certain distance from the selected property noted in the header of the screen, type a distance into the Proximity within field.
  6. Once you’re satisfied with your search criteria, click Find.
  7. If no reports are found that match your criteria, no reports appear, otherwise you see all the reports that match your criteria in the Files list.
  8. Click Clear at the top of the list to reset the search criteria and display all reports.

 

Location Search

As you continue to work up new reports, WinTOTAL keeps track of the latitude and longitude it finds for each new subject property.  Over time, this can assist you in finding suitable reports that you can use to merge in relevant report data or flag as potential comps for a new report. If you want to find a series of reports within a certain distance of another report…

  1. In the Appraisal Desktop, click to select a report around which you’d like to find properties.
  2. If the detailed view does not expand automatically, click the + symbol to the left of the report to open it.
  3. Click the Find Nearby Reports link and choose a proximity from the pop-up list to limit your reports list to those within the desired area.

    FindNearbyReports
     
  Hint:  Alternately, you can right-click the file and choose Search within ½, 1, or 5 miles from the menu that appears.  
     

All reports within your specified radius then appear in the reports list on the right. Click Clear at the top of the list to reset the search criteria and display all reports.



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