Depending on the type of report you wish to create, you would create a report from a property detail page or a search results page.
To view the reports menu from a property detail page, click on the Reports button on the top right of the page.
Image 1: Launching the reports menu from a property detail page.
To view the reports menu from a search results page, click on the three dots menu.
Image 2: Launching the reports menu from a search results page.
In this article, we will explain how to create the following reports:
- Configurable Reports: Property List Report, Sales History Report, On the Market Report, and Rental Comparison Report
- 1 Page PDF Report
- Property Report
If you wish to learn how to create a Signature CMA Report, refer to our 6-part article series.
Configurable Reports
Configurable reports contain multiple properties and are useful when you wish to generate a PDF or spreadsheet of properties that meet your requirements. The configurable reports available are Property List Report, Sales History Report, On the Market Report, and Rental Comparison Report. Follow the steps below to create a configurable report.
- Type an address that is not specific to a property. For example, a street name or suburb name.
- Use the search filters to narrow your search to include only relevant properties in your search results. Note you need to change the property status filter accordingly to access specific reports:
- All Properties: Property List Report
- Sales: Sales History Report
- For Sale: On the Market Report
- For Rent: Rental Comparison Report
- Sort your results according to your requirements.
- Tick the checkbox to select a property and include it in your report.
- When you’re done, click on the report name. Reports are formatted in a landscape format and you may include up to 500 properties in each report. If you wish to include more than 500 properties in your report, use the export feature instead.
Image 3: Steps to generate a configurable report.
Clicking on the report name will take you to a new page where you will be able to preview the data in a table format. Click on Download PDF to download your report as a PDF.
Image 4: Report preview.
One-Click Reports
One-click Reports are reports that usually require minimal input such as the name of the report recipient and your own contact details. These reports are:
- 1 Page PDF: This report displays all the important information about a property on a single page
- Property Report: This is a report that includes all the information CoreLogic has on a specific property and includes some comparable properties
1 Page PDF Report
The 1 Page PDF Report is designed to present the following important information about a property on a single page:
- property photo and features
- property owner’s names (where available)
- capital valuation
- development zoning information (where available)
- last sale details and sales history (up to the last four transactions)
On a property detail page, click on Reports and select 1 Page PDF.
Image 5: Launching the reports menu from property detail page.
On a search results page, click on the three dots menu and select 1 Page PDF.
Image 6: Launching the reports menu from a search results page.
Where the owner’s name is available, you may click on the toggle switch to include(blue) or exclude(grey) the names in the report. Click on Generate Report to proceed.
Image 7: Option to include or exclude owner names in the report.
A window will pop up where you will have the option to Print or Download the report.
Image 8: Option to print or download the report.
Property Report
The Property Report is designed to provide a comprehensive view of an individual residence within Australia. It includes key data for the property such as:
- the legal description
- property attributes
- estimated value and sales history
- recently sold properties in the local area
- sales and rental market trends.
To generate a Property Report from a property detail page, click on Reports and select Property Report.
Image 9: Launching the reports menu from property detail page.
To generate a Property Report from a search results page, click on the three dots menu and select Property Report.
Image 10: Launching the reports menu from a search results page.
On the pop-up window, enter the report recipient’s name and your name or the listing agent’s name. Use the toggle buttons to include or exclude your contact details or the property’s valuation estimate. Click on Generate Report to proceed to the next step.
Image 11: Editing report details.
A window will pop up where you will have the option to Print or Download the report.
Image 12: Option to print or download the report.