Creating a Community and School Report

The Create Presentation wizard guides you through the steps needed to create and publish a Community Report, Community & School Report, or School Report for a potential buyer.

Top Producer 8i enables you to create community and school reports from a number of different areas, all of which flow through the Create Presentation wizard. The topic you are reading now will cover the most common way of creating community and school reports. For a complete reference of the ways of reaching the wizard, see "The Select Template Screen".

To create a community report:

1. Select the template:

   1. Open the Select Template screen. How?

      • From the Main Menu bar, go to Marketing > Create Presentation.

      Depending on the template selected, different options will be available to you in the wizard. More Info:

      • The Community and School Report allows you to include basic community and school information.

      • The Community Report allows you to include basic community information along with detailed amenity information (such as the grocers in the community along with their contact numbers).

      • The School Report allows you to include basic and detailed school information.

   2. Select the Type and Category of the presentation you want to create.

      Note: Top Producer 8i's system Community and School report templates are found under the Community Reports type and Community Reports category.

   3. Scroll through the Presentation Library templates until you find the template you want. Then drag and drop the template into the Presentation Template drop zone which is indicated by the dotted lines.

      Tip: To view more details on each template, click the Expand icon next to the template. In this expanded view, you can click the View Sample link to view a sample of the Community Report.

   4. Click the Next button.

      The Select Recipient screen appears.

2. Select the recipient (optional):

The next step of the wizard depends on whether you are creating a targeted Community Report for one potential buyer or a generic report for multiple individuals.

Tip: If you are creating the Community Report for a wider audience, you can leave the Recipient blank. To proceed to the next step, click the Next button.

• 1. If you are creating the Community Report for a single recipient, use the Contacts Look-up to find the contact you want.

  2. Drag and drop the contact into the Recipient drop zone which is indicated by the dotted lines.

  3. Click the Next button.

The Select Community and Community Data screen appears.

3. Select the community(s) and the amenities you want to include in the presentation:

   1. Enter the zip code of the target community. If you do not know the zip code, use the Zip Look-up. More info:

      1. Click the Zip Look-up link.

      2. Select the state and enter the city.

      3. Click the Look up Zips button.

      4. Select the zip code of the desired community and click Select Zip.

   2. Enter the zip code of the comparison community (if you want to include a comparison community in the report). More Info:

      The choice you make here impacts several aspects of the finished report.

      • If you do not select a comparison community, the target Community will be compared against the State.

      • When creating Community and School Reports, schools can only be selected for the target community (even if a comparison community has been included).

      • When creating School Reports, including a comparison community allows you to compare three schools from each zip code rather than presenting information about 6 schools from a single zip code.

   3. Click the Verify Community Zips button.

      The Amenities section will be populated with information for the target community.

   4. Depending on the report you are attempting to generate, the Amenities section will offer different options:

      • If you are creating a Community and School report, you can only include amenity counts in your report (for example, your target community has five grocers and two gyms).

      • If you are creating a Community Report, you can include specific amenity information in your report (for example, the five grocers in your target community along with their names and numbers).

   To adjust the radius of the search, use the Include amenities within drop-down list box.

   Note: The search radius is measured from the middle of the zip code area, not from the address of the contact.

   5. Select the amenities that you want to include in the report (not available for School reports):

      1. Open an amenities category (e.g. Shopping and Groceries) by clicking on its header.

      2. To include a sub-category (e.g. Food Markets) in the report, select the check box next to the sub-category name.

      3. (For Community Reports only) To display a list of specific amenities under each sub-category (e.g. Java Hut), click the Expand icon. You can also indicate which amenity sub-categories you would like displayed on your Amenities Map (by selecting the Show on Map check box).

         Note: You can select up to 10 amenities per sub-category. The first 10 amenities in each type are selected by default. To change the selections, you'll first need to clear some of the default selections.

   6. The last section is the Map View at the bottom of the screen. Select the type of map you want included in the report: road, aerial, or hybrid.

   7. Click the Next button.

   If you are creating a Community & Schools Report or just a School Report, proceed to step 4. If you are creating a Community Report, skip to step 5.

4. Select the schools you want included in the report.

   1. From the Schools screen, select the schools that you want included in the report.

      Note: If the School report includes a comparison community, you can select 3 schools for each community. If no comparison community is selected, you can include up to 6 schools for the target community.

   2. Click the Next button.

      The View Presentation screen appears.

5. At this point, you have created the presentation to the extent that it will appear in the Presentations Summary screen, but the presentation has not yet been published. From the View Presentation screen you can do the following:

• • Publish the presentation and email it.

  • Print or Save the presentation.

  • Reload the map

  • Edit the contents of each page in the presentation.

  • Reorder or remove pages within the presentation.

  • Set each page’s stationary (i.e., header or footer images).

  • View the presentation details .