Tech Tips - "How To" Manage Reports 

Tech Tips are short "how to" instructions for performing specific or advanced tasks in CTI Navigator Web. The Tech Tips on this web page apply to managing CMA's and listing reports. For more details and demonstrations, see the appropriate video tutorial(s)

Note: Items in the menu are arranged alphabetically by first word. To quickly find a word or phrase anywhere in this list, simultaneously press the Ctrl and F keys in Windows, or Command-F keys in Apple, enter a few letters of text, and click the "Find Next" button. Click on any underlined item in a topic to view that topic.

Index of CMA and Report Management Tips

Other Tech Tip and Related Topics (links to other web pages)

Detailed Instructions and Videos

Click Help in the frame menu of CTI Navigator Web, and then select Tutorials to see a description and list of videos on how to use the main features in CTI Navigator Web. You can watch a video and/or view or print its transcript. Each tutorial video has a dynamic table of contents. You can click on any topic in the table to go directly to information in the video on that particular topic. Because the videos run in a separate browser window, you can pause the video, switch to CTI Navigator Web, and try for yourself what was just demonstrated in the video. These tutorial videos are also accessible from CTI's Help and Tutorials website

The “Overview of Creating CMAs" tutorial describes how to create and save a new Comparative Market Analysis (CMA) report package; and how to open, edit, copy, or publish existing CMAs that were previously created in CTI Navigator Web. This tutorial will give you an overview of the process of creating CMAs by describing how to use each of the main CMA screens and their contents. 

Topics covered in the "Overview of Creating CMAs" tutorial are: setting up a new CMA; entering and editing the subject property; entering comparable properties (comps) and adjusting their values to be more like the subject property; understanding and using system computed pricing data for sold comps to determine a suggested list price for the subject property; creating, customizing templates, editing, and selecting CMA documents; previewing, printing, emailing, and copying the Internet link for CMAs; and saving or extending the purge date for selected CMAs. 

The Edit Comparable Properties in CMAs tutorial describes how to enter adjustments to the values for Comparable properties in a CMA package created in CTI Navigator Web. Each of the main screens used to edit comparables are reviewed. 

Topics covered in the "Edit Comparable Properties in CMAs" tutorial include How To: select Comparable listings to edit; edit Features and Remarks to fit on CMA reports; add a Photo for a comparable property; adjust the price for a comparable directly, or by applying saved adjustments from your personal Adjustment Library, or by changing the percent of price per square foot when applicable; manage your Adjustment Library; and adjust the location of a comparable property on the Map displayed in your CMA report. 

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Add Agent Photo and Company Logo to CMA 

CMA's use the agent photo and company logo from the MLS roster. These images are displayed in the Navigator Web Address Book. 

Agents can upload their photo by selecting Agent Web in the frame menu, and then select the Images button. The company logo must be uploaded by someone with management authority for the office, since the logo will be the same for all office members.  (For a video tutorial on using Agent Web, see "Customizing You Agent Website" in Navigator Web Help or in the related web page links at the end of this webpage.) 

Basic Steps to Create a New CMA

The basic steps for creating a new CMA package are:

Copy, Edit, Preview, Print or Email an Existing CMA 

To Copy, Edit, Preview, Print or Email an Existing CMA:

See "CMA Error on Mac" for a description of and fix for errors caused by special characters in CMAs.

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Customize Report Names and Headings in CMA 

Customized Reports in your CMA's are fully editable in CTI Navigator Web. The system assigns "My" in front of a standard report that has been customized unless you give it a different name. 

To edit Custom Reports you have already created:

  1. Open the CMA screen
  2. Select the Reports tab
  3. Select the report to be re-named in the "Customized Reports" list
  4. Click the Edit button
  5. Click the "Change Report Heading" button
  6. Modify the Report Name (such as change "My" to "Our")
  7. Optionally, you also can change the Report Heading on the same screen
    • click the OK button
    •  click Save

The CMA "Contents" Table lists reports by Name. The report itself will display the report Heading.

Email CMA in PDF format

To email a CMA report as a PDF file, first save the CMA in PDF format using a PDF converter (described below). Then you can either open your personal email program (desktop or webmail) and attach the PDF file to your email message;  Or you can open the PDF file in Adobe Reader and use Adobe's Send File email feature to send the CMA in PDF format.

Adobe Reader provides three options to email PDF files:

Email MLS Reports in PDF format

To email standard MLS Reports as PDF files from Navigator Web, either select "Print Reports" on the Search Results screen or select the Print button on the Property Details screen. On the pop-up Print window, select the appropriate Options and the desired MLS Report. Then either click :

Generate a URL address for a Report on a specific Listing(s)

Listings do not exist as individual entities on the Internet, so they do not have a URL address themselves.  However, you can easily generate a URL address for a report on a specific listing or several listings together in CTI Navigator Web as follows:

  1. Select the listing(s) on a Search Results screen 
  2. Click the Email button at the bottom of the table 
  3. Select the desired report (such as Buyer Handout) 
  4. Click on the "Copy Link to Clipboard" button, and then paste the link wherever desired. 
    • Note: To paste from the Clipboard you can right-click with your mouse or use "Ctrl-V" keys in Windows or "Command-V" keys in Mac. 
  5. Optionally: To display the address in your browser -
    • Click the down-arrow-head button ▼ beside the "Copy Link to Clipboard" button 
    • Click on "Show Link in Browser
    • Copy the on-screen URL address. 

Note: In CTI Navigator Desktop you can select the listing(s) in a Table of Results > click the E-mail icon at the top of the table > select the desired report (such as Buyer Handout) > change the format from HTML Link to Text-Link > click "Create Email" > copy the on-screen URL address.

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Save CMA in PDF format

To save a CMA report as a PDF file:

  1. Install a PDF converter in your computer if you or Microsoft have not already done so (see "PDF Converter Note" below).
  2. In your Navigator Web CMA, click on the Print button under the Printing tab .
  3. Change the selected printer to the PDF converter you have installed (do Not select the "Print to file" option).
  4. Click the Print button on the Print dialog screen.
  5. On the Create or Save As screen, specify the file name and folder location in which to save the PDF file.
  6. Optional: Select any other desired features if available (such as password security or merge documents in Bullzip PDF Printer).
  7. Click Save.

PDF Converter Note: You can install a PDF converter utility in your Windows computer so you can save a file as a PDF.  Windows 10 includes its own "Microsoft Print To PDF" converter.  Many popular PDF converters are free (such as Cute PDF Writer, Bullzip PDF Printer, or PDF Creator) and can be installed in any current version of Windows. (Beware that other free converters may display advertising either in the document or during the creation process.) Most PDF converters are extremely easy to use - once installed, you just select the PDF converter as your printer on the normal Print dialog screen when printing a document. The converter automatically saves the file in PDF format (instead of printing the document onto paper).

Select Comparable Properties for a CMA

At least five (5) sold properties should be selected unless the comparables (comps) are extremely close in all features to the subject property. The closer these comps are to the subject property in key features (such as location, square footage, bedrooms, baths, parking, lot size, year built, frontage, et cetera) and the more recently these comps sold, the more likely it is that a computed price based on them will reflect a realistic market price for the subject property. 

Unless you have the same model house for comps, try to balance the range in comps so that some are a bit larger and more expensive and some are a bit smaller and less expensive than expected for the subject property. For square footage in homes, a range of plus or minus 10% compared to the subject property is generally considered comparable if all other significant factors are also comparable. 

Just being on the same street does not necessarily make properties “comparable” as far as price is determined (although it may be useful to include these for comparison to the neighbors). A key question to ask in selecting comparables for a CMA  is what would buyers today consider most like the subject property?

Distressed property sales (foreclosures, short sales, and bank-owned sales) can present a special problem in determining true market value. In general, focus on the ratio of distressed to non-distressed sales in the neighborhood or local geographical area of the subject property. If the majority of recent sales are of distressed properties, then local prices probably are also distressed and distressed sales should be reflected in comps. However, if the majority of recent sales are traditional and the proportion of distressed sales is shrinking, you may decide to omit or only include a few distressed sales in your comps list. 


Selecting comps is a judgment call and it is often difficult to find many truly similar properties. The CMA program can make some statistical adjustments, but the more nearly alike the other properties are physically to the subject property before statistical adjustments, and the more recently they sold, the more reliable and reasonable will be the estimated market value for the subject property. 

Statistics button for Market Conditions Report

To produce a Market Conditions Report in CTI Navigator Web, enter your search criteria (do not specify Status or Date), click the Statistics button at the bottom of the search criteria screen, select Market Conditions Report.. Enter a Period End Date for the report and check "Show Supporting Details" to include a one-line report of the properties used in the calculations. Then select how to print or save the report. Search Criteria and Calculation information are provided at the bottom of the report. This report is compliant with Fannie Mae guidelines for the Market Conditions Addendum Form 1004MC.  For details, see "Create Market Conditions Report".

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rev. 06.27.2015