Left panel: your whole report on one line

The left panel is your whole report on one line. Every section of the new report is a stop, in the same order as TOTAL and Appraise-It Pro. A navy check is clear, a navy number is answers still owed, a teal ring is drafts waiting for your Keep, and a dashed stop is one you finish in your own program. In How-to 02, Josh Stalk, Licensed Residential Appraiser (NV), reads it stop by stop.

What do the dots, numbers and colors on the left mean?

1. Open it. Tap the navy Your report tab on the left edge. Every section of the new report is a stop, in the same order as TOTAL and Appraise-It Pro.
2. The top. How many sections are clear, with a bar that fills. What you have takes you back to your paperwork.
3. Read a stop. Navy check: clear. Navy number: answers still owed. Teal ring: drafts waiting for your Keep. Dashed "in TOTAL" or "in Appraise-It Pro": you finish it in your own program.
4. One tap. Tap a name to go there. Tap a number to see exactly what is left, then tap a line to go straight to the box.
5. The end of the line. Export to TOTAL or Export to Appraise-It Pro, with how many answers are left or Ready. Under it, Not on this report.
6. Close it. The button in the top corner, or Control and backslash. On a Mac, Command and backslash. On an iPad or phone, the X.

What trips people up?

Every report opens with the panel closed. Look for the tab on the left edge. A small teal dot on it means drafts are waiting.

Want it on paper? The How-to 02 Quick Start has these steps on one page.

Sources

• AppraisalPilot, What Do the Dots, Numbers and Colors on the Left Mean?, how-to video with Josh Stalk, October 27, 2026
• J. Marshall Hunt and Josh Stalk, How-to 02 Quick Start, one page, October 2026