Property Report Settings

The Property Reports tool allows you to create and customise professional reports for your clients. Before sending any reports, it’s important to configure your report settings to ensure they are properly branded and aligned with your company’s identity.

Click on your name in the top-right corner of the screen, select "Settings" > "Manage Property Reports", and follow the steps below to set up your reports.

User Permissions

The permissions assigned to your account define the level of access you have to editing rights and the settings you can view. Depending on your permissions, you may be able to manage settings for individual accounts, multiple accounts, or all company accounts. If you're having trouble accessing any settings, please reach out to the support team via live chat.

Getting Started

Before proceeding, make sure your Profile, Account and Company Settings are configured. You can find more information in our guide here.

Property Report settings are divided into three tabs:

The Report Content section allows you to personalise the content within your reports. Here’s how to customise the key elements:

• Agent Bio – This information is automatically pulled from your My Profile settings. 
• Agency Bio – Your agency bio is automatically pulled from your Account Settings. 
• Contact Information – The contact details for your agency are automatically pulled from your Account Settings. 
• Opening Hours – Your agency’s opening hours are automatically pulled from your Account Settings. 
• Valuation Request Form – Click 'Edit' to customise the valuation request form. The following configuration options are available:
  • Valuation header – Set the header text for your valuation request form.
  • Valuation body – Customise the body text that appears within the form.
  • Button text – Choose the text for your form's submission button.
  • Select valuation booking system – Choose between Property Reports or Street Online Valuation Booking for your booking system.
  • Valuation type – Choose whether the valuations are for Sales, Lettings, or both.
  • Confirmation message – Customise the message that appears after a client submits a valuation request.
  • Confirmation header – Customise the header that appears after a client submits a valuation request.
• Testimonials – Add client testimonials to build credibility. You can input testimonials directly in this section.
• Video – You can add a video to your report. Note that this is for digital reports only, and the video must be hosted on Vimeo or YouTube.

The Report Design section allows you to customise both digital and PDF reports to reflect your brand’s identity and desired layout. 

• Digital Report Design

Customise the layout and appearance of your digital reports for both desktop and mobile views with the following options:

• • Digital cover
    • Enable a report cover – Turn on the report cover option.
    • Edit title and body text colour – Choose colours for the title and body text of your cover.
    • Edit button colour and text – Customise the button’s colour and text on your cover.
    • Apply a background image – Upload your own image or choose from our stock images.
    • Edit background colour – Change the background colour of your report cover.
  • Report colours
    • Choose the report colour scheme – Select a pre-set brand or custom colour to be applied throughout your digital reports.
    • Select colour style – Choose how the colours will be applied within the report.
  • Menu text and icons
    • Edit menu text and icon colours – Customise the colour of the text and icons in the navigation panel on reports. 
  • Title and body text colour
    • Edit title and body text colours – Adjust the colour of the title and body text throughout the report.
  • Logo selection
    • Choose your logo – Select the logo to be used on your digital reports, either by uploading from your desktop or selecting from your company brand settings.
  • Mobile header
    • Choose background colour – Pick a background colour from your pre-set brand colours or apply a custom colour.
    • Select button style – Choose the style for the button on the mobile header.
    • Select logo for mobile header – Choose which logo to display in the mobile header.

• PDF Report Design

Customise the layout and appearance of your printable PDF reports using the following options:

• • Orientation
    • Select the desired page orientation (portrait or landscape).
  • Cover layout and design
    • Cover background – Choose a background for your cover page.
    • Cover logo – Apply a logo to the cover page.
    • Customise cover content – Adjust the content displayed on the cover, including the title and images used.

• • • Background for remaining pages – Select a background for the rest of the report pages.
    • Logo on each page – Choose which logo will appear on every page of the report.
    • Customise report content – Modify the content that appears throughout the report.

• Graph colours

• • • Edit graph colours – Adjust the colour combination used to present the graphs in your reports.
• Lead capture report

• • • Edit lead capture form – Customise the contact information required from clients before they can generate a lead.
• Host on your own domain

• • • Add custom domain URL – Whitelabel your Property Report pages by adding a custom domain URL. For setup instructions, refer to our guide [here].
• Tracking and tags

• • • Add Google Tag Manager – Integrate Google Tag Manager to manage tags for tracking purposes. For more information, please refer to our guide [here].

The Report Preferences section allows you to set default options for comparables, units, and measurements in your reports. Follow the steps below to configure your preferences:

• Comparable Preferences
  • Set the default distance for comparables – Choose the default distance from a property within which comparables will be searched.
  • Set the default order for comparables – Specify the order in which comparables will appear when shared in the report.
• Units and Measurements
  • Set the default unit type – Select the default unit type (e.g., metric or imperial) that will be used for measurements in your reports.

Now your settings are ready to go, navigate to 'Property Reports' on the top menu to view the data, run reports & send!