Custom Reports

This is where you get to experience real benefits in tracking and managing your appraisal activity: you can build and save your own custom reports. These reports can have as much or as little data as you want in them. Click the Create Report button to begin.



You can then create the management report that best fits what you are looking for.



  • Title - Give this custom report a name. You may want to give it a title here that reflects the contents of this report. For example, if you want to track the frequency of orders placed that have price change requests on them, you could call this "Price Change Tracking Report."


  • Limit by City - If you want to only see the activity on appraisals ordered in a specific city, enter the name of a city that this report should be limited to. Appraisal activity on orders not in this city will be excluded.


  • Limit by State - If you want to only see the activity on appraisals ordered in a specific state, enter the two-digit name of a state that this report should be limited to. Appraisal activity on orders not in this state will be excluded.


  • Limit by Zip - If you want to only see the activity on appraisals ordered in a specific zip code, enter the zip code that this report should be limited to. Appraisal activity on orders not in this zip code will be excluded.


  • Limit by County - If you want to only see the activity on appraisals ordered in a specific county, enter the name of a county that this report should be limited to. Appraisal activity on orders not in this county will be excluded.


  • Divisions - If you want to only see activity for a specific division, select it from this drop down here.


  • Appraisers - This will default to All Appraisers, so you can generate your report for All Appraisers across all your divisions, or strictly All Appraisers affiliated with a specific division. For individual appraiser performance, please utilize the Appraiser Performance Report.


  • Orders with Disputes - Check this checkbox to filter the report's results to only those orders that have Disputes on them.


  • Orders with Revisions - Check this checkbox to filter the report's results to only those orders that have Revisions on them.


  • Orders with Price Changes - Check this checkbox to filter the report's results to only those orders that have Price Change requests on them.


  • Orders with Declines (Appraiser information will reflect appraiser that declined) - Check this checkbox to filter the report's results to only those orders where the appraiser has Declined the assignment.


*Please note that if you do any combination of Orders with Disputes, Revisions, Price Changes, and/or Declines, that the report will only reflect orders that meet all of the enabled criteria. For example, if you enabled Orders with Revisions, Price Changes, and Declines, only orders that have had all three of those activities will populate on the report.


The next three sections offer you the ability to populate the report you're building with the data you choose. You can choose to include any or all the data elements here.


Order Fields

The Order Fields include all the data elements that are related to an appraisal order. Check the corresponding checkbox to include that data in your report. You can check as many checkboxes here as you need.



Vendor Fields

The Vendor Fields include all the data elements stored on individual appraisers, appraiser groups, and vendors fulfilling additional product types, i.e., Verisite, AVMs, etc. Check the corresponding checkbox to include that data in your report. You can check as many checkboxes here as you need.



Lender Fields

The Lender Fields include all the data elements stored on your lender company. Check the corresponding checkbox to include that data in your report. You can check as many checkboxes here as you need. Note here that the data generated will only reflect Lender information, and not the division information. Only the name of the division would display IF selected.



A completed custom report may then look something like the screenshot below. In this example, the administrator wants an Appraiser Activity report that includes appraiser-centric information such as how many orders appraisers have been declining, plus information on the time it takes an appraiser to complete an order.



Click the Save Report button to complete this report. It will then be shown in your Custom Reports listing.



From here you can:

  • Edit Report - Click this button to change any aspect of your custom report.


  • Delete Report - Click here to delete this report from your list of custom reports. Be careful - once deleted, it's gone forever!


  • Run Report - Click here to generate your report. You can then select a date range, configure other options, and work with your report.


Running Your Management Report

When you click Run Report, a configurable section expands that allows you to select the date range that you want to view activity for and organize the order that the data is presented in the report (for example, you may want to have Lender Company display first, then Appraiser Company second, etc.).



  • Filter by Requested Date - Choose this option to have the date range show appraisal data based on the date the order was placed or requested.


  • Filter by Completed Date - Choose this option to have the date range show appraisal data based on the date the order was completed or the date the appraiser delivered the appraisal into the system and it passed all of the review checks. Note that an appraisal can be delivered into the system, but it will not be set to Completed until all of the review and QC processes run.


  • Send Report By Email - You can send this report to yourself as an email attachment if you prefer.


In the Drag to Reorder Fields section, you can choose which data field you want displayed first, second, third, fourth, etc., by click and holding them to drag them up and down. The higher up you drag them, the closer to the first column they will appear. For example, if you want Lender Company to appear as the first listed column on the management report, click on the Lender Company entry, then hold and drag it to the very top.


When you have everything configured, click Execute.



The data that you have configured on the report will then be gathered and displayed in .CSV format. This can then be opened and/or downloaded into any number of applications that support .CSV files, most notably a Microsoft Excel spreadsheet.


If you checked the Send Report By Email option, the report will be emailed to you as an attachment.

You can then view the data you want to track and manage the activity that is most pertinent to you and your organization.


Example - How to Create Your Own Custom Report to Track Appraiser Declines

Here is a quick real-world example of how to build your own management report to keep track of how many times your appraisers are declining orders assigned to them. The purpose of this custom Appraiser Declines report is to make sure that your appraisers do not have an inordinate number of order assignments that they are declining and only "cherry picking" the ones they want.


1. On the Reporting screen, click Create Report.

2. Call this report Appraiser Declines in the Title field.

3. Leave all the Limit By options blank.

4. Select a division whose appraiser panel you want to track.

5. Check the Orders with Declines (Appraiser information will reflect the appraiser that declined) checkbox.

6. In the Order Fields section, check the following checkboxes to include these data elements:

a. Borrower Last Name

b. Property State

c. Loan Number

d. Appraisal Type

e. Property City

7. In the Vendor Fields section, check the following checkboxes to include these data elements:

a. Appraiser Company

b. Appraiser Contact Name

8. Leave the Lender Fields blank.

9. Click Run Report.

10. Select date range, drag-and-drop the data fields to organize them to your liking, then click Execute.

11. The report will then generate and show you the appraisers that have declined order assignments within the date range you select on the selected division's appraiser panel. You can then see the appraiser's name and contact information, borrower last name, property city and state, type of appraisal, and loan number.


Here is a sample of what the screen might look like.