Skip to main content

Search and Download Reports from a Room

Quickly find the reports you need and download multiple documents at once.

Written by Judy Ann Vargas

Search for a Report

Use the Search Bar on your Checklist to quickly find a specific report or document.

  1. Open the Portfolio Room where the reports are located.

  2. Click the Search Bar at the top of the Checklist.

  3. Enter the name or keyword for the report you are looking for.

    For example, type ALTA survey to find ALTA survey reports.

As you type, the Checklist will filter to show items that match your search.

💡 ProTip: You don't need to enter the complete name of a report. Try using a keyword or part of the report name to find what you're looking for.

Select the Reports You Want to Download

Once you have filtered your Checklist, select the reports you want to download.

  1. Review the search results.

  2. Select the checkbox next to each report you want to download.

  3. To select all of the reports displayed in your search results, click the checkbox at the top of the Checklist.

Note: Only the items you select will be included in your download.

Download Your Reports

Once you've selected the reports:

  1. Click Download all in the upper-right corner of the Checklist.

  2. While the download is being prepared, you will see a Preparing download message.

  3. Once the files are ready, you may now Click Download.

Your selected reports will be downloaded together as a ZIP file.

💡 ProTip: You can continue working in Prodeal while your download is being prepared.

Access Your Downloaded Reports

The reports are downloaded as a ZIP file.

To access your reports:

  1. Open your computer's Downloads folder.

  2. Locate the downloaded ZIP file.

  3. Open or extract the ZIP file.

  4. Access the reports inside.

You will also receive a download link by email.

Related Articles

Did this answer your question?