When you create a Community Report, you can use the pre-designed presentation templates or you can use one of your custom-made templates. After creating a Community Report, you can modify individual presentation pages, and email, print, or Web-publish it.
To create a presentation
On the Presentations menu, next to Create presentation, click Community Report. More Info:
You can also create a presentation from the following locations:
On the My presentations page, from the action menu, click Create new.
From any other page, click Create presentation from the action menu.
The wizard starts and guides you through the process of creating a Community Report.
From the Template Category drop-down list box, select the category that contains the template you wish to use.
Select a template from the list and click
Use the Presentation preview feature to examine the available templates and choose the right one for your current task.
If you select a Community Report, the report will include a map of selected amenities.
If you select a School Report or a Community and School Report, the report will include a map of selected schools.
Select the contact for whom you are creating this presentation and click Next. More Info:
To refine the list of properties/contacts, specify a search criteria:
Click an option button to select whether to search for the subject property/buyer by Name or Address. Enter your search criteria and click Start search.
To display all contacts in the database, click Start search without entering any search criteria.
Tip: If your contact does not have an address, click the View or edit contact menu item, enter an address, and then click Close.
Enter the zip code of the subject community. If you do not know the zip code, use the Zip Look-up.
Click the Zip Look-up link.
From the Statedrop-down list box, select the community's state.
Select the zip, City, or County radio button and then enter the search criteria in the space provided and click Start Search.
Select the zip code of your community and click OK.
Enter the zip code of the comparison community (if you want to include a comparison community in the report). More Info:
The choice you make here impacts several aspects of the finished report.
When creating School reports, including a comparison community allows you to compare three schools from each zip code rather than presenting information about 6 schools from a single zip code.
When creating a Community and School report, selecting a comparison community removes the ability to select specific schools for inclusion in the report. When only a single zip is selected, up to three individual schools can be selected for detailed display.
Note: If you do not select a comparison community at all, the community you select will be compared against the state as a whole.
Click Start search.
A listing of available amenities, including schools, is displayed in the Amenities area.
Note: If you do not select a comparison community at all, the community you selected will be compared against the state as a whole.
From this point, the wizard is different depending on the content of the template you chose:
If you selected a School Report or a combined Community and School Report template the wizard offers you greater choice with regards to the schools you display on the map. More Info:
To adjust the radius of the search, use the Include amenitiesdrop-down list box and click Start search again.
NOTE: The search radius is measured from the middle of the zip code area, not from the address of the contact.
Select the categories and types of amenities you want in the report by selecting their check boxes.
When you have finished making your selections, click Next.
If you entered a comparison community, you can select up to three schools each from your subject community and your comparison community. If you didn't select a comparison community, you can select up to six schools from your subject community.
Click Make report.
If you selected a Community Report template, carry on with the next step.
To adjust the radius of the amenities search, use the Include amenities drop-down list box and click Start search again.
Note: The search radius is measured from the middle of the zip code area, not from the address of the contact.
Select the categories and types of amenities you want in the report by selecting their check boxes.
Use the Selected amenities link corresponding to each amenity type to select the exact amenities that will appear on the report. More info:
You can select up to 10 amenities per type. The first 10 amenities in each type are selected by default. To change the selections, you'll first need to clear some of the default selections.
Click Make report.