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The online reports are a powerful tool because you can customize them so much. You can define your own market area, property size range, and property age range. Some reports give you even more flexibility.
But if you want to recreate a custom report you previously generated, you had to start all over by selecting each of the criteria you used before.
Not any more. Now you can save your custom report criteria for future use. This article shows you how.
This new feature is now available for The Apartment Investment Report and will soon be added to The Apartment Vacancy Report and The Apartment Expense Report.
When you save your custom report, you are saving the criteria you used , not the data. So, as we update the underlying database, your saved report will produce results using the most recent data.
You can define your own criteria for a custom report, such as: 50-150 unit properties built between 2000 and 2006 in census tracts 10, 11, and 12.
If you have previously saved a custom report, you can select it on the form page.
A drop down list of all your previously saved reports will appear in a drop down list under Step 2 (Option 4: Select one of your saved reports). You will find this just below the list of census tracts.
Once you select the saved report you want to use, the form page refreshes and autofills all of the criteria you used for the saved report (market area or neighborhoods or census tracts, size range, age range).
You can leave it at that and generate a report, or you can modify your saved settings. If you modify any of the criteria, the changes will apply to the report you generate, but will not apply to the criteria defined in your saved report. If you want to save these modifications, just create a new saved report. We'll explain how in a moment.
Note: If you have not previously saved any reports, then this option and drop-down list will not appear.
If you have not saved a report yet, or want to save a report using different criteria, fill out the form page, defining the criteria you want to use for your custom report. Then click the Create my detailed report button.
Your custom report will be generated. And you will see a section near the top of your completed report, Save your report by giving it a title. If you want to save your report criteria future use, create a name and hit the Go button.
The picture above shows you have one more option once you create your report. You can delete any of your saved reports, making it easier to manage them.
