Learning Objectives

When using the Word and PowerPoint Add-Ins, you will be able to:

  • Choose the correct Template Report type (Entry vs. Object) when creating a new report 
  • Work with the various template report versions effectively (live, previous live, and draft)
  • Copy an existing Template Report to serve as the foundation for a new report
  • Save changes to Template Reports using Check-In functionality
  • Enable a view added to a report to “Include links to DealCloud”
  • Schedule an Object type report for distribution
  • Configure views on Entry type reports using “Context Entry” filters
  • Use Entry Groups to filter where Template Reports appear when viewing entries in DealCloud
  • Combined multiple Entry type reports of the same source type into one document