What is CompVault?
CompVault is a feature included in the Reports Now™ form filling solution, that pre-fills data if you've used a sale before and allows you to share your comparables with your colleagues. Rest assured that your data is safe and securely stored.
How to Use CompVault
First we will explain how to save a comp to the vault. Start by going to the Comps tab located on the left side of the screen in Reports Now™.
When a comp has been added, a Save to Vault button will appear just beneath the address. If you want to save this comp to the vault and share the details of this comp with your colleagues, click the button.
This particular comp is now saved to the company CompVault.
Now whenever you or someone else from your company is working on a report and they create a new comp with the same address that was saved into the vault previously ("148 William St, New York" for this example), it will show that there is a match in your vault.
Click on the tab that shows there is a match and the details for the matching comp will appear, including who saved it and when it was saved. To add the details for this saved comp to the report you're currently working on, select Apply.
Please Note: If you go to the original comp that was saved and make adjustments, any new comps will not reflect the new data. They will stay consistent to the originally saved comp details.
Reports Now CompVault
When you click the Comps tab on the left, you will now see the Vault button -
Clicking on the Vault button will transport you into the new Vault view where you can see all saved Comparables within the map view in the right panel as shown below -
You can zoom in and out on the map to show more or less of the saved comparables in the given area. The ability to select multiple comps at a time is available by clicking the circle to the left of the comps address.
Once you have selected the comps you need, just click the 'Add to Report' button at the bottom of the page to complete the additions.
For more information on adding and managing comparables in Reports Now™, click here.