If you would like to share your survey with a client via generating a PDF that can be printed out for attached to email correspondence. This PDF can represent either a Market Survey or a Property Tour book based off our how you customize the settings. In this article we will walk through how to create both.
Create your PDF
When your survey is ready to share with your client, navigate to the Reports page. Click "Reports" in the upper right hand corner of the map view. Then click "Create New PDF Report".
PDF Reports Page
On this page, you will find the PDF settings, templates and reports generated.
Note: If you would like to request a custom template for your company, please email [email protected] for more information.
On the top left, you will find a list of templates that are in your account available for your to generate a report from. These template are coded to populate all the data from your survey.
On the top right, you will find the reports already generated on this survey.
Under templates, you will the Settings.
PDF Settings
Before you generate your report, make sure you customize your settings for your report. Scroll down on the PDF report page to view all settings. You will need to go through and select which settings you'd like for this report. Hit Save at the bottom. If you don't hit save, your settings will not reflect on your report.
PDF Cover Photo: Override the default cover photo with a custom photo. Browse to attach a photo in this location. The photo will appear on the front cover page of your report.
PDF Map Image: Override the default Map image pulled from the virtual survey with your own map image. You can browse to attach a photo of the map in this location. The photo will appear on the Map page of the report.
PDF Title Line: Override the default Survey Title with a custom title. This is especially helpful if you'd prefer to create a Tour Book instead of a Market Survey. Type in the custom name in this field. This will appear on the cover page.
PDF Location Line: Override the default location with a custom line of text here. You can add a new city or location or line of data that your client needs to see here. This will appear on the cover page.
Include PDF Attachments: If you would like to add Marketing flyers, building brochures or any other attached PDFs to your report, then toggle this setting on. It will lace in each PDF after the template's Building Summary Page.
Include Tour Itinerary Page: If you are creating a Tour Book, toggle this setting on. Make sure your virtual survey has the tour times set before generating your report. If you don't have them set in the virtual survey, they will not appear on the report.
Include Summary Table: If you want a table or overview of all the properties ont he report in one view, toggle this setting on. You can customize the order and visibility of the columns by clicking "Order & Hide Columns". Please navigate to "View Summary" to have a visual of what your Summary Table will look like.
Include Building Description: By default, the building description is not include on your report to create room for the other data on the building. However, if you would like to include the description toggle this setting on.
Exclude Floorplan Page: By default, if a floorplan is added to a Space, it will be laced in on a full page after the Building Summary Page. However, if you would prefer to exclude this page from your report, then you can toggle this setting on.
Show Floorplan Thumbnails: If you have chosen to exclude the floorplan page, but would still like to have the thumbnail show, toggle this setting on. It will add a thumbnail of a floorplan onto the Building Summary Page.
Include Flyer Link: This setting adds a hyperlink to your flyer or PDF attachment onto the Summary View. Note: this setting only works if you have included the Summary Table. See #7.
Include Groups on Summary View: If you have added building groups onto your survey, you can toggle this setting on to represent the groups/colors on the Summary Table. Note: this setting only works if you have included the Summary Table in your report. See #7.
Include Second Floorplan Page: If you have a Site plan or extra floorplan that needs to be shown on a report, toggle this setting on. It will pull the first two photos from each Space to create two pages after each Building Summary Page.
Include Monthly Cost on Building Pages: If you would like to show the Monthly costs to your clients on the report, toggle this setting on. If it is off, it will remove the monthly costs from your report.
Once you have finished customizing your settings, hit Save.
Scroll back to the top and click on the template you would like to generate. A progress message will appear in the upper right hand corner updating you on the report being generated. When it is finished, it will appear under Reports. It will show the date it was created and who created it. This will help catalogue all reports within this survey.
