The ability to customize report views in Paragon gives you the power to provide exactly the information that is most relevant! This section how to customize existing reports in Paragon. Watch the video or follow the instructions below. If you wish to create your own report entirely (with the ability to add and remove entire sections, change fonts, colors and more), click here. 


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Customizing Detail Reports

Step 1: Choose the report

  • Many of the reports in Paragon are customizable.
  • Click the name of the report from the green Reports button in Paragon.
Note: The Spreadsheets are also customizeable! To learn all about what you can do with spreadsheets, click here.


Step 2: Customize

  • Go to the "Customize" button in the toolbar and select "Fields."
  • At the top, note the directions indicating that the white sections are customizable while grey sections are not. Accordingly, some reports will have more opportunity for customization than others.
  • Choose what section you want to customize. 
  • Double-click in the section and the Field Preferences box will open.


Step 3: Add, Remove and Rearrange Fields

  • From the list of Available, you can add by double-clicking or checking the fields and clicking "Add."
  • From the list of Selected, you can remove by double-clicking or checking the fields and clicking "Remove." If you want to remove all fields, choose "Remove All."
  • Fields can be rearranged by dragging and dropping single fields from the Selected side, or by checking multiple fields and clicking "Move Up" or "Move Down."


Step 4: Save

  • When all customizations are complete, click "Save and Close.
  • This saves the changes forever until you decide to change it again. This means that whenever you view the report in the property class you customized, you will see your custom view.


Step 5: Restore Defaults

  • If you need to return a report to its original settings, go to "Customize" and select "Fields."
  • Click "Restore Defaults."

Customizing Flyers

Step 1: Choose the report

  • Find the listing you wish to customize. Since this is for marketing, it is likely you will want to customize one of your listings.
  • Choose the Blue Flyer or Flyer - 1 Photo


Step 2: Customize Fields

  • Go to the "Customize" button in the toolbar and select "Fields."
  • At the top, note the directions indicating that the white sections are customizable while grey sections are not. Accordingly, some reports will have more opportunity for customization than others.
  • Choose what section you want to customize. 
  • Double-click in the section and the Field Preferences box will open.


Step 3: Add, Remove and Rearrange Fields

  • From the list of Available, you can add by double-clicking or checking the fields and clicking "Add."
  • From the list of Selected, you can remove by double-clicking or checking the fields and clicking "Remove." If you want to remove all fields, choose "Remove All."
  • Fields can be rearranged by dragging and dropping single fields from the Selected side, or by checking multiple fields and clicking "Move Up" or "Move Down."


Step 4: Customize Text

  • Remaining in the customizing box, click once into the text fields and edit.


Step 5: Save

  • When all customizations are complete, click "Save and Close.
  • This saves the changes forever until you decide to change it again. This means that whenever you view the report in the property class you customized, you will see your custom view.


Step 6: Restore Defaults

  • If you need to return a report to its original settings, go to "Customize" and select "Fields."
  • Click "Restore Defaults."

Customization Tips and Tricks

  • If you customize an Agent report that has a matching Customer report (i.e *Agent Full and *Customer Full), remember to customize the customer version so both reports continue to match.
  • You can customize a report on any listing - it does not have to be your own. Remember, you are not customizing the listing; you are simply customizing the information you see about the listing on this particular view.
  • Note the size of the section. You cannot make this larger or smaller. The system will allow you to add as many fields as you want; however, it will only display what can actually fit. "Preview" will help you ensure that all fields you add are viewable.
  • On the Selected Fields side, note the checkboxes for "No Label" "Short Lbl" and "Short Val."
  • No Label: this will take away the field name and only display the data. A use case for this is fields like Price and Status. Generally there's no need to show "Status - Active." Choosing "No Label" means the status field will display simply "Active."
  • Short Label: if the field name has an abbreviation, checking the short label will change the field name to display as the abbreviation. Look to the "Code" column to review the abbreviation for each field.
  • Short Value: this abbreviates the data and generally only works with system fields such as Status and Property Type. Instead of showing as "Active Under Contract," selecting the short label would show the status as "AUC."
  • If a report is multiple pages, in the top, left corner of the editor, you can adjust the page to make edits to that particular page.
  • Also in the top, left corner of the editor is the class drop-down menu. Here you can change the class to customize the same report view across different classes.