Course Description
DealCloud offers the ability to generate reports using our Word Add-In. Automated weekly deal sheets are a common Object Type Word Template Report that are used across our client base. Learn how to create a new Object Type Word report in this How To video.
Course Curriculum
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1
Object Type Word Template Reports
14:26-
How to Create a New Object Type Template Report (Part 1)
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How to Create an Object Type Template Report (Part 2)
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Scheduling Object Reports for Distribution (Part 1)
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Scheduling Object Reports for Distribution (Part 2) - Adding Additional Sends, Creating Custom Email Templates
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Managing Report Properties: General Setting for “Report Content”
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Managing Report Properties: Permissions to View/Generate Reports
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