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Custom Property Datasheets

The functionality described in this section requires CC Plus 2

 

Commercial Complete Overview


 

 

Overview

The function of a Property Datasheet is to gather pertinent information from the data fields of a subject or comparable property record and present it in an organized way.  The default template that accomplishes this function is a text file that Commercial Complete uses in a special way to create a Property Datasheet.  The user does have control over what appears on the Property Datasheet and how the datasheet is displayed.  However, there are limitations imposed.

 

Custom Property Datasheets have been introduced to give the user complete control over how the Property Datasheet will look when it is inserted into a document; including the fields contained, character and paragraph formatting, the number of columns, etc.  The Subject Property Datasheet and each Comparables Group Datasheet may be designated to use a Custom Datasheet and the Custom Datasheet for each group may be different.

 

The datasheet is created by the user in a Narrative Builder word processing editor and then saved to the Datasheet Templates folder, which is located in the Commercial Complete Data Root folder.  Then Commercial Complete can be instructed to use this Custom Property Datasheet in place of the standard Property Datasheet, by clicking the green Format button, selecting Reports, selecting the proper report, displaying the Report Formatting tab, and selecting the desired Custom Datasheet.    

 

Custom Property Datasheets - Advantages and Trade-offs

Custom Property Datasheets offer the advantage of giving the user complete control over how a datasheet is presented.  However, there is a trade-off.  When the standard Property Datasheet is used, Commercial Complete can recognize when certain "empty" fields should not be printed.  Sections of the datasheet can be added or removed under program control.  Certain ratios will be automatically displayed on the datasheet when applicable.  On the other hand, when using a Custom Datasheet, the text and data displayed are no longer under the program's control.  For example, when using the standard Property Datasheet, if a field is left blank it will not print, nor will the label associated with that field.  When using a Custom Datasheet, the label will still print, even when the field is empty.  If income information is absent from a record, the section containing this information will not be displayed when a standard Property Datasheet is used.  If the Custom Datasheet is designed to display this information, empty income lines will still be displayed on the datasheet.

 

Designing a Custom Datasheet

The datasheet is created in a Narrative Builder editor, just as you would create any other document.  The document can contain formatted narrative paragraphs,  fields, tables, the default datasheet picture, etc.  The user is in complete control over the document.  

 

Saving the Custom Datasheet Template

Save the Custom Datasheet Template by clicking the green File button above the editor, then Save Document As.

 

When a document is saved in the Datasheet Templates folder, the fields and formatting are retained, but the contents of the fields are cleared.  The fields will be filled in with the correct data when the Custom Datasheet is used to assemble a Property Datasheet.

 

Associating a Custom Datasheet with a Property Datasheet Report

 

When the corresponding datasheet is used in a document, the Custom Property Datasheet will be used in place of the standard Property Datasheet.