Step 5: Get a Valuation Workbook

The final step in the process is where you will be directed to generate a Valuation Workbook. This workbook is not the final appraisal, rather it is all of the documentation needed for you to complete the final document. Once you click on “Print Report,” you will be directed to the Reports tab. Here, the Valuation Workbook report type is already selected by default, so all you need to do is complete the step to personalize it if you choose to and then check the box that you have read and agree with the terms. You can also select the elements to include, just like with all other report types, so if the report is too lengthy, all you need to do is click on “More Details” and uncheck any elements you do not want included.




It is helpful to click on “More Details” for this report type to familiarize yourself with the different elements that are included in this type of report. There is an additional area that allows specific data to be set for this type of report. File ID will default to the subject property address, which can be edited, and if there is a Case ID that you need to reference, it can be added here. You can also set the radius for which data is obtained for the Local Market Conditions and Local Market Activity sections.

If you have entered any notes for the property and would like to have those notes included in the report, you will need to make sure the box is checked for this option.




If you try to go straight to the Reports tab to generate a Valuation Workbook, you will be given a message that states this cannot be done until you complete a Sales Comparison Analysis.