What You'll Learn
1. How to View a Portfolio Risk Report
To view a portfolio report, your portfolio must contain at least one property. If you haven't created a portfolio or added properties yet, learn how to create a portfolio and add a property.
Follow these steps to view a comprehensive risk report for your portfolio:
Open Your Portfolio: Select the portfolio for which you want to view a report for.
Access the Report Page: On the portfolio page, click the Report tab located on the right-hand side of the screen.
Navigate the Portfolio Report: Click the menu on the left-hand side to quickly navigate to different section of the Portfolio report.
2. How to View a Property Risk Report
Follow these steps to view a detailed risk report for any property:
Open the Property Page:
Select the portfolio containing the property you're interested in.
Click on the property to open its Property Page.
Access the Report Page: On the Property Page, click the Report button located on the right-hand side of the screen.
Navigate the Property Report:
Click the menu on the left-hand side to quickly navigate to different sections of the Property report.
View Property Details: Choose the appropriate tab to view details such as Property Identification, Physical Characteristics, Assessed and Market Value, or Ownership information.
💡Pro Tip: Manage and Edit Property Details
You can manage and edit individual property details directly from this report if you need to update any data points. For more information, refer to the guide on editing property details and Estimated TIV.
FAQs
Can I view a report without adding properties to my portfolio?
No, you must have at least one property in your portfolio before you can view a report.
Will the report update automatically if I add or edit properties in my portfolio?
Yes, reports are updated dynamically using the latest data in your portfolio.
Can I update a Property's details within a property report?
Yes, you can easily update any data point in the property details table. To learn how to, view our guide on editing property details and TIV.