Generating a valuation report
In Planon RE Assets you can generate a valuation report for your portfolio. If this contains multiple assets, the system will generate a separate report for each individual asset.
Procedure
1. In the Home screen, select a valuation process (as you can only generate a valuation report from a valuation process).
2. In the Overview panel, click the asset code of the property for which you want to generate the valuation report.
The asset's overview panel is displayed, listing the asset details, property details, etc.
Optionally, when you're in the asset's overview panel, you can also click
Valuation input in the navigation panel to amend details for the valuation report.
3. In the navigation panel, under Valuation input, click Valuation report.
The Valuation report screen is displayed for the selected asset.
4. Here, you can select what type of report you want to generate:
◦ Final – an approved report that has been signed off by multiple parties.
A final report can be generated only once the valuation process has been completed.
◦ Live – a snapshot of the values in the report based on the current state of affairs.
◦ Draft – an interim report that can be submitted for approval.
A draft report is intended for internal purposes only and should not be published or disclosed. A draft valuation report has no legal status and has the word (Draft) written on the cover to indicate so.
5. For the type of report that you require, click Download.
You can select to generate a:
◦ Full report
◦ Appendix A: calculation model
After making a selection, the report will be generated in the background and will become available in your browser's download location.
• The report will be available in PDF format.
• The report name will be appended with the date and time of generating the report.