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Create and complete an Appraisal report

Create an Appraisal report from an order or standalone job, complete its sections, and prepare the PDF.

Create the Appraisal report

  1. Open the order or standalone job that the report belongs to.

  2. Open Other actions.

  3. Select Create Appraisal report.

  4. Choose the template that contains the required structure.

  5. Select Create.

Core creates the report and opens its details page. An order or job can only show the create action when Appraisal is enabled and it does not already have a linked report.

Complete the report

  1. Save the required general, property, cadastral, conclusion, upgrade, and attachment information.

  2. Select Write report to complete the report structure and text.

  3. Return to the report details and select Preview PDF.

  4. Check the generated document before selecting Download PDF.

To continue later, open Appraisal > Reports, find the report, and select its row.

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