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Create Reports

Click this video to see it in action!

To create a new report in TOTAL using SmartStart:

  1. From your TOTAL Appraisal Desktop, click New on the upper left.

  2. In the SmartStart window:

    <ol style="color: rgb(38, 40, 46); padding-bottom: 1em; margin-bottom: 32px; font-size: 16px; line-height: 24px; letter-spacing: 0.05px; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, San Francisco, Roboto, Segoe UI, Helvetica Neue, sans-serif; list-style-type: upper-alpha;"> <li style="padding-bottom: .5em;">At minimum, enter a <strong>Report Description</strong>. This is the only required field to start a new report.</li> <li style="padding-bottom: .5em;">In the <strong>Property address</strong> fields, enter the <strong>Street</strong>, <strong>City</strong>, <strong>State</strong>, and <strong>ZIP</strong>. To include a unit number, check <strong>Show Unit #</strong> on the upper right.</li> <li style="padding-bottom: .5em;">To automatically insert the <strong>Property address</strong> as the report's <strong>Report Description</strong>, check the <strong>Same as property address</strong> box. If you want to include the City, State, and ZIP code in the <strong>Report Description</strong>, check the <strong>Include City/ST/ZIP box</strong>.</li> <li style="padding-bottom: .5em;">If this is an FHA or VA report, check the box next to <strong>FHA Report</strong> or <strong>VA Report</strong> accordingly.</li> </ol>

  3. At the bottom of the SmartStart window, choose how you want to start the new report:

    • Forms PowerView

      Takes you into the Forms PowerView of a new report. Select your form type from a small list of popular, major forms and major forms you've designated as Favorites from the Contents window 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.

    • 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're directed to the Contents window, where you can begin adding forms into 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.

  4. After filling out the property information and choosing your report creation options, click OK to start the report.

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