Search & Create
      Back to home
      1. Help Centre
      2. Property Reports
      3. Search & Create

      Creating a Property Report

      Property reports are essential tools to enhance your services and stand out from the competition. By providing clients with detailed and informative reports, you elevate their experience and position yourself as a knowledgeable and trusted advisor.

      Some key benefits of Property Reports include: 

      • Informed Decision-Making: Empower clients with comprehensive property data.
      • Enhanced Credibility: Demonstrate expertise and professionalism.
      • Negotiation Advantage: Utilise data-driven insights for better negotiations.
      • Effective Marketing: Highlight property features to attract buyers.
      • Client Satisfaction: Build trust and loyalty through exceptional service.

      Step 1: Property Search 

      To create a report, you would need to navigate to the 'Create and Search' page, use the search field to begin typing the property address for which you want to generate a report, you can use a partial address line to locate a specific property or or a postal address to search an area. For more information on how to search an area click here. 

      From the dropdown menu, choose the relevant property from the list of options. 

       

      Once you have selected an address, it will present a property details card to the right of your screen. To proceed with creating a report, select ‘See more information’. 

      Step 2: Explore property information

      You will be presented with all the data we have on the property you have selected. Explore this information to learn more about the property. 

      There are 3 main actions you can take from here: 

      1. Return back to the map 
      2. Search another property 
      3. Create a report

      Step 3: Create & Customise your report

      Left hand edit panel  

      • The first drop down enables you to choose which account you would like to create this report for. This will dictate the content on the account tab, and the branding used for the report. You will only see this option if you are a part of more than one account, otherwise it will always use one account you are in. 
      • The second drop down lets you choose a report template. Report templates dictate content and layout of the report. There are a number of pre-built templates that will enable you to quickly edit the content & layout of the report for a variety of use cases or you are able to create your own templates. 

      • With the ability to modify specific data within the report, you can ensure that all property details are accurate and up-to-date. To make changes, click the data point and then the dropdown arrow next to the section you wish to amend. To hide a section from the report, hover over it and click the eye icon.

      • Once you select the dropdown, additional data points for customising the report's content and layout will appear. The icon on the left side of each data point allows you to drag and reorder their display on the report. To hide a data point, simply hover over it and click the eye icon.
      • To edit the data points, scroll down the right side of the screen. Hover over the data point and a pencil icon will appear. Click this icon to access the editing options.

      You can update the following sections under 'Overview' - 

      • Estimated property price and value trends
      • Key property features, including the number of bedrooms and bathrooms, property type, and year of construction
      • Council tax information, including the band and amount
      • Tenure type (e.g., freehold, leasehold)
      • Construction materials used in the property
      • Utility information, including gas supply and fuel type
      • Details about outdoor spaces, such as garden direction, outdoor area, and property orientation

      Comparables

      The Comparables page is divided into three sections: Sales, Completed, and Lettings Comparables. You can edit the range of properties selected for inclusion in the report. Click the edit button next to each selection to access a broader list of properties, along with filtering options.

      To find more relevant comparables, use the 'Filters' option, which allows you to narrow down the selection based on the following criteria:

      • Status
      • Value
      • Bedrooms
      • Type
      • Distance
      • Time on Market
      • Agent

      Once you are satisfied with your preferences, click 'Complete Selection.' Then, scroll down to the next set of comparables and repeat the process for 'Completed' and 'Lettings' sections.

      Local Area

      To enhance your report, relevant local information tailored to your audience’s interests, such as details about ‘Education,’ ‘Transport,’ ‘Nearby Planning Applications,’ or ‘Nearby Listed Buildings' will be automatically included.

      Select ‘Show List’ to view the data. Clicking an icon on the interactive map will display a brief overview of the selected option. To hide any data points, hover over the section on the left panel and click the eye icon.

      Gallery

      The gallery tab enables you to add your own photos and videos of the property to the report. Please note the following - 

      • Photos must be under 5MB.
      • Videos must be hosted on YouTube or Vimeo.
      • Virtual tours must be from Giraffe 360 or Matterport.

      Market 

      The market tab includes sales and lettings market statistics for the local area - 

      • Average house price changes in last 12 months

      • Average time on market

      • Volume of sold properties in the last 12 months

      • Average price per sqft

      • Average rental price changes in last 12 months

      • Average time on the rental market

      • Volume of properties that have let in the last 12 months

      • Average rental yield 

      About 

      The about tab auto pulls the following information from your settings -

      • Branch bio
      • Agent bio
      • Video
      • Testimonials
      • Contact information 

      Report Settings 

      Scroll to the bottom of the left-hand panel to access the report settings. Here, you have the option to: 

      • Anonymise the address displayed in the report, which is helpful when sharing the report through public channels to protect the full address of your listing.
      • Hide all sections without content, saving you the time of manually going through each tab.
      • Remove contact details, choose whether to include agent specific contact details in your report.

      Step 4: Save and Share Your Report

      Finally, you have the option to save your edits, including any removed data points and the formatting of how they appear in your report, as a template for future use by clicking 'Save template as'. Once saved, the template will be available in the second dropdown menu. 

      When you are ready to finalise your report, click the ‘Save & Share’ button located in the top right corner of the page. 

      • The report will now save in your Property Reports page for future use 
      • You can personalise your report by clicking the plus icon -  
        • Add the recipient's name & a message which will be shown on the front cover 
        • Choose who your report is from, you can create reports behalf of your colleagues and sign the report off by them. This will include their bio on the about page. By default the report will be signed off by you unless changed. 
      • Choose to share your report:
        • Digitally through a tracked link/QR code 
        • Digitally through a tracked link/QR code with a lead capture modal. Any recipient will need to provide their details to view the report. 
        • Create & download a PDF report 

      Please note, certain interactive features of the report will not be available on the Printable option.