Report Setup

Instead of having multiple forms for different property types, TOTAL centralizes the features to create repeating sections for UAD 3.6 reports. Use the Report Setup section to manage units, dwellings, and structures for both single-family and multi-family properties from a single, unified interface.

Certain fields in other parts of the report, such as ADU - Yes/No, Unit Description, and Building Description, populate only from Report Setup. You cannot type data directly into these sections.

Follow the instructions below to configure units and structures for your report:

  1. In the Report Sections pane, select Report Setup.

  2. Add new structures or units by clicking the corresponding button at the top:

    • Click + Dwelling / Structure to add a structure for a property with living units in multiple buildings.

    • Click + Living Unit / ADU to add a living unit or Accessory Dwelling Unit (ADU) to a selected dwelling, detached garage, or outbuilding. (Note: Click the row of the parent structure to select it before clicking this button).

    • Click + Garage / Outbuilding to add a detached garage or outbuilding, such as a barn, office, or pool house.

  3. Configure the specific settings for your dwellings and units:

    • Check Manufactured Home next to the primary dwelling if the structure is a manufactured home.

    • Check Include Unit in Rent Schedule next to any unit that requires a rental analysis.

  4. Manage your existing list of dwellings, units, and outbuildings as needed:

    • Click and drag the texture icon (  ) on the left to rearrange items.

    • Click the copy icon (  ) on the right to duplicate an item.

    • Click the delete icon (  ) on the right to remove an item.

  5. When you’re finished, click Save at the top right or bottom right of the page.