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What are Smart UAD Rules? How do I access the UAD Assistant Panel?
What are Smart UAD Rules? How do I access the UAD Assistant Panel?

Reports Now™ has a UAD Assistant Helper tool that helps reduce revisions!

Riley DiMarco avatar
Written by Riley DiMarco
Updated over a week ago

Say goodbye to errors and omissions while working on your reports. Reports Now™ comes with real-time prompts to help reduce revisions.

Reports Now™ smart Uniform Appraisal Dataset (UAD) tools are available exclusively on the following forms:

  • 1004 URAR - Single Family Residential (2010)

  • 1004 Hybrid - Single Family Residential Hybrid (2020)

  • 1004D - Appraisal Update (2010)

  • 1073 - Condominium (2010)

  • 1073H - Individual Condominium Unit Appraisal Report (Hybrid)

  • 1075 - Exterior-Only Condo (2009)

  • 2055 - Exterior-Only (2009)

  • 2090 - Individual Cooperative Interest Appraisal Report

  • 2095 - Exterior-Only Individual Cooperative Interest Appraisal Report

  • eoiciar - Exterior-Only Individual Cooperative Interest Appraisal Report

Once you've created the report in Reports Now™, select one of the pages from within the actual form (this is where the UAD Helper will be available).

Upon opening a page within the form (Subject Info or Sales Comparison, for example), you will see there are some cells marked with a green flag. These are fields that have a specific formula or required formatting in order to pass validation - that is why they are flagged.

  • When a field is flagged, that means it still requires UAD validation.

  • Once a UAD field has been successfully validated, the green flag will be removed.

Please Note: There are many fields on the form that are not flagged but are still required to be filled out. These are fields that don't have a very specific formula or set of given options to choose from.

To bring up the UAD Assistant, first click on one the fields with the green flag icon. Then using a keyboard short cut, press down and hold the "Ctrl" key and then press the "U" key on your keyboard. This will bring up the UAD Assistant. For example, I clicked on the "Report data source(s) used, offering price(s), and date(s)" field that had a green flag next to it, and then opened up the UAD Assistant. It provided me with this helpful information:

Note: You can also bring up the assistant manually by clicking on the the Report Companion button located the bottom right of your screen.

As you fill out information in the UAD Assistant window, it will update the form field as well. When you are done entering the information in, just close the window by pressing the "x" icon and it will automatically update the form field.

Continue working through all of the different form fields and respond to them accordingly until you're all done!

Anow Pro Tip: You can press tab or enter on your keyboard to move to the next field on the form.

Running reviews on UAD forms has never been easier - click here to learn more!

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