Choice Valuation, PLLC

Your choice for residential appraisals and appraiser products

Performing single- and multi-family residential appraisals and creating simple, useful software for appraisers.

Creating a Custom Export for use with Sandicor in San Diego, CA - Paragon System

  • Once in the results of a search, click the green 'Reports' button.

  • Under the Spreadsheets folder choose any spreadsheet that you don't normally use because you're going to be modifying it.

  • Click 'Customize' and then 'fields'.

  • Verify that the class is 'RESIDENTIAL' and group is 'Listing'.

  • Name it 'TrendSheet 4'.

  • Remove all categories except for MLS # and Status (if they're already there).

  • Add the following categories from the left to the right window until the list on the right window matches the list below exactly including the order. If you don't see the field you're looking for, change the 'Group' from 'Listing' to 'Feature' or 'Feature Categories'.

    • MLS#

    • Status (may also say Status - Ascending)

    • Max Search Price

    • Sold Price

    • Status Date

    • Listing Date

    • Close of Escrow Date

    • Days on Market

    • Pending Date

    • Sales Restrictions (in the 'Feature Categories' section)

    • Estimated Square Feet

    • Stories

    • Year Built

    • Pool (in the 'Feature Categories' section)

    • Concessions

    • Lot SqFt Approx

    • Bedrooms

    • Baths Full

    • Baths Half

    • Parking Garage Spaces

    • Parking Non-Garaged Spaces

    • Parking Non-Garage-Carport (in the 'Features' section)

    • List Price (H)

  • Once the list is complete and in the above order, UNCHECK the boxes for every row in both the 'Short Lbl' and 'Short Val' columns.

  • Click 'Save' and you are done.

 

How to Export your Data

  • Verify that the search you are exporting includes every type of listing EXCEPT RENTALS (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. The further back you go, the more likely you are to include pertinent data. I recommend 2.5 years (since TrendSheet 4 analyzes two years of data). 
  • Once in the search results click the green 'Reports' button.
  • Click 'TrendSheet 4'.
  • Click 'Export' then 'Export to CSV'.
  • Select 'All listings'.
  • Verify that TrendSheet is selected and click 'Export'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location).

The last thing to do is copy and paste the data from the export into TrendSheet 4. If you need help with this please check out our video on the topic: