Generating a Report

How to create, customize, and download a Property Guidebook report — a professional PDF of all your property documentation.

Written By Javin Towers

Last updated 11 days ago

Why generate a report?

A Property Guidebook compiles your approved documents into a professional PDF organized by section — ready to hand to a buyer, share with a lender, or keep as a verified record.

Starting a new report

Go to Reports in the sidebar and click New Report. You can also click Generate Report from the Dashboard, or open a property's Reports tab and click New Report there — the property is pre-selected for you.

This opens a three-step wizard titled Generate Property Guidebook.

Step 1: Choose a property

Select a property from the searchable list. For multi-unit buildings, also select a specific unit. The property's details appear for confirmation before you continue.

Step 2: Pick a template

Choose a starting template to pre-fill your report sections. Switch between REL Templates (seven built-in options) and My Templates (ones you've saved).

  • Property Guidebook — the complete record, every section included
  • Seller's Disclosure — inspections, warranties, permits, and vendor history
  • Builder Handoff — warranties, manuals, permits, and blueprints for new homeowners
  • Insurance & Claims — policies, appraisals, photos, and inspection history
  • Lender & Refinance — ownership docs, tax records, and property value
  • Asset Inventory — systems, appliances, and fixtures with warranties and maintenance
  • Financial Summary — taxes, insurance, invoices, contracts, and vendor relationships

You can customize everything in the next step regardless of which template you pick.

Step 3: Configure and generate

Give the report a name in the Report Name field. Toggle sections on or off and drag them to reorder. The Property Overview section is always included.

You can also exclude specific documents from the report. Search for a document by name, type, or tag, then click Exclude next to it.

Want to reuse this configuration? Click Save as Template to save it to My Templates for next time.

Click Generate Report to start building the PDF. The report shows a generating status in your Reports list, and you'll receive an email when it's ready.

Reports only include approved documents. Anything still in staging won't appear. Review and approve your documents first for a complete report.

Viewing, downloading, and deleting reports

Click any completed report to open the Report Details dialog. Preview the PDF on the left; the right side shows the property, creation date, file size, and verification status. Click Download to save it.

The three-dot menu on any report gives you Download, View Details, or Delete. Select multiple reports with the checkboxes for bulk download or delete.

Deleting a report doesn't affect your documents — you can generate a new one anytime.

Good to know:

  • Most reports complete within a few minutes
  • Each report is a snapshot in time — generate a new one whenever your documents change
  • If a report shows "Report generation failed," try generating again. Contact support if the issue persists.

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