Report requirements are pulled in from the client. To set this, go to your “Clients” section, and either create a new client, or select one that already exists. Then, click into the client from the main table. On the bottom right, click ‘edit’.

Near the bottom, there is a text area where you can add your report requirements. Once you’re done, be sure to hit Save. These will now show up in the Report Requirements panel for any appraisals with this client attached to them.

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