Smart Desk Neighborhood Reports

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1 Smart Desk Neighborhood Reports Powered by: Support: / Mon. Fri. 8:30 AM 9:00 PM Sat. & Sun. 10:00 AM 3:00 PM

2 Smart Desk Neighborhood Reports All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form of by any means, electronic, mechanical, photocopying, and recording or otherwise, without the prior written permission of California Regional Multiple Listing Service, Inc California Regional Multiple Listing Service, Inc. 5/2/2012 Page 1 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

3 Smart Desk Neighborhood Reports Contents Introduction... 2 Generating Neighborhood Reports... 3 To Generate Neighborhood Reports:... 3 Schools Report... 3 Map Report... 4 To compare locations:... 4 Saving Neighborhood Reports... 5 To save Neighborhood Reports:... 5 Printing Neighborhood Reports... 6 To print neighborhood reports:... 6 School Reports... 7 To generate School Reports only:... 7 Introduction Smart Desk Neighborhood Reports allows you to provide your customers with detailed information about a neighborhood at the community, city or zip code level. In addition to a map, available reports are: Housing People Economy Schools Environment Quality of Life You can also compare neighborhood information for two different locations. For a list of sources for the data in the report, click the link at the bottom of each tab page. Page 2 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

Generating Neighborhood Reports To Generate Neighborhood Reports: 1. In the left navigation panel, click Marketing>Neighborhood Reports; the Change Location Tab page appears. 2.

For a new location you can enter only the zip code, only the city and state, or you can enter the entire address. 3. Click Go; the Housing Tab page appears.

Schools Report The Schools Report contains general education statistics for the zip code, city and state, or street address requested.

4 Generating Neighborhood Reports To Generate Neighborhood Reports: 1. In the left navigation panel, click Marketing>Neighborhood Reports; the Change Location Tab page appears. 2. Select a previous location from the History drop down menu, or enter a new location. For a new location you can enter only the zip code, only the city and state, or you can enter the entire address. 3. Click Go; the Housing Tab page appears. There are seven neighborhood reports that can be generated. To generate each one, click the tab for the corresponding report. Schools Report The Schools Report contains general education statistics for the zip code, city and state, or street address requested. Specific information is available for all levels of schools, both public and private. To access information about a specific school, click the name of the school. The results page provides general information about the school. For more detailed information, on the results page, click the school s name or click to access information such as the school s rating and parent reviews. Page 3 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

To place the selected points of interest on the map: 1. Click the point of interest icon on the icon menu; all applicable points in the category are placed on the map. 2.

5 Map Report The Map Report provides a map of the requested location and allows you to identify points of interest on the map. There are a number of points of interest categories; each one is identified by an icon contained in the icon menu. For an explanation of the icon, point to it to reveal the tag. To place the selected points of interest on the map: 1. Click the point of interest icon on the icon menu; all applicable points in the category are placed on the map. 2. To see information for a specific point of interest on the map, point to the icon on the map. If multiple points of interest of the same category are found at the same location, click the multiple locations icon and click Next to see the next location. 3. To remove all of the points of interest associated with an icon from the map, click the icon on the icon menu. You can also generate reports that compare two neighborhoods. To compare locations: 1. On the Change Location Tab page, enter the information for the first location. Select from History, or enter the address in the fields provided. 2. Click Compare with another location; a second Enter Location box appears. 3. Enter the information for the second location. Page 4 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

6 4. Click Go. On each of the reports, the results for the first location appear first, followed by the results for the second location. There is a Compare this Location button at the top of each tab page. Click to return to the Change Location Tab page and enter the information for a second location. To create or view new locations: 1. At the top of each tab page, click to return to the Change Location Tab page and enter information for a new location. 2. Alternately, click the Change Location Tab. The report results can be saved or printed. Saving Neighborhood Reports Neighborhood Reports can be saved to the Neighborhood Reports folder in your Smart Desk Web Documents. To save Neighborhood Reports: 1. At the top of any of the seven tab pages, click ; the Save Tab page appears. 2. Enter a file name for the report. Page 5 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

From the drop down menu, choose a template for the report. 5. Click Save Report.

To access the folder, in the left navigation panel, click Tools>Web Documents.

7 3. Choose the report type to save. Options are to save only the selected report, or to save All Reports. 4. From the drop down menu, choose a template for the report. 5. Click Save Report. The report is now saved as a PDF file in your Neighborhood Reports folder. To access the folder, in the left navigation panel, click Tools>Web Documents. Printing Neighborhood Reports Neighborhood reports can also be printed. To print neighborhood reports: 1. At the top of any of the seven tab pages, click ; the Print Tab page appears. Page 6 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

2. Choose the type of report to print. Options are to print only the selected report, or to print All Reports. 3. From the drop down menu, choose a template for the report. 4.

8 2. Choose the type of report to print. Options are to print only the selected report, or to print All Reports. 3. From the drop down menu, choose a template for the report. 4. Click Print Preview; a preview of the report appears in PDF format. 5. To print the report, click in the print preview toolbar; the Print dialog box appears. 6. Make your selections and click. 7. To return to the Print Tab page, click. 8. Click Return to Reports to return to the previous report view. School Reports School Reports can also be generated without first accessing Neighborhood Reports. To generate School Reports only: 1. Click Marketing>School Reports; the Change Location Tab page appears. 2. Enter the location information: select from History or enter the address in the fields provided. 3. Click Go; the Schools Tab page appears. To continue, follow the instructions for School Reports above. Page 7 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

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