Custom formats allow you to include individually selected fields on the search results.
They are also how you choose which fields are to be downloaded when creating Excel or CSV files.
Step 1. Open the Format drop down and check mark Custom. Once check marked, click Select.
Step 2. The Custom Format window will open displaying all available formats.
The left column (color coded pink, orange, and grey) is the section of MLS data.
The center column is a list of TMK/public data
Make your selection of fields you would like to see added to the search results or downloaded in your file.
Our example will be adding MLS data – Status, Status Changed Date, and Expires Date (notice I have already clicked on these and they appear in the Selected Fields section)
Scroll though the list and click on the desired formats. Once clicked they will be placed in the lower Selected Fields box.
Click Apply changes when done.
When selecting your fields please note the order of the fields from Top to Bottom will correspond to the spreadsheet from left to right columns if downloading the data.
Step 3. From the search page, enter your search parameters.
(If downloading data please proceed to step 6.)
Step 4. Once your search parameters are entered, click Search Now.
(My example has Custom and MLS check marked in the Format dropdown)
Notice the MLS one liner format along with the newly selected custom MLS Data format.
Step 5. Now print, copy, email, pdf, etc. as you would normally treat any other search result.
Now that you have a custom format built you can download the data into an Excel or CSV file.
Step 6. Back on the search fields page open the Format drop down again.
Click to the Options tab.
Place a check mark next to Download Format
Step 7. Choose the desired file type
File types explained
Step 8. Enter in your search parameters (if you have not done that step yet). Click Search Now.
The file will be created on our REsearch 6 server and your browser will download the file.
My example is using Google Chrome, your browser may handle downloads differently.
Browsers will show the download progress and give you an option to open the file directly. They also usually place the downloaded file into your system’s Download folder.
Step 9. Open the file
This is what my created Excel file looks like.
You are now free to move columns around, sort data, use Excel to generate calculations, etc.
**Saving a custom format
Once you get through steps 1 and 2 you may want to save your created custom format for later use.
Back in the Format drop down click the Save button.
Give your saved custom format a name. Do not simply overwrite “My Default Format”. If you do not change the name to something else, next time you login your newly saved custom format will be the default being used.
***Loading a saved format
Open the Format drop down and click to the Saved tab.
Scroll though the list and locate the format you would like to use.
You may hover your mouse over the name to open a preview of what is contained in the save.
Click the Use button of the desired saved format.
4 Responses to “Custom formats – building, downloading and saving a custom format”
How to make CSV file that can be automatically imported into appraisal report both for market grid info and 1004mc form info.
By following the process above user’s are able to select exactly the fields to be generated in a CSV file. Please refer to the sheet the data is being imported into for the needed fields and the order in which they need to be generated.
I would like to be able to list (sort) MLS data in the order that I will by viewing the listings.
Sort will be by MLS # as inputted. Is this possible?
The search results will be sorted by the “sort by” selected. Unfortunately entering in MLS numbers in a certain order in the MLS number search box will not affect the order they are displayed in the results page.
The process to manually place listings in order would be to use the Basket.
Ex: run your search to pull all listings desired
Place a check mark next to the listing you would like at the top of the print. Click Basket checked.
Go back to the search results and remove the initial check mark.
Place the next check mark on the next desired listing.
Click Basket checked.
When finished simply Print Page on the Basket.