Accessing the Deal Report
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Save a deal to the cloud to auto-generate its report.
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Open the deal from the cloud deal pipeline.
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From the Deal Pipeline, click the ellipsis (
⋯) next to the deal and select Open in Browser.
- From the desktop application, click on Open in Web.
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The Report view opens by default.
Navigating Between Schemes and Sites
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Toggle between different schemes and site views as needed.
Report Section Types
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Overview:
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Shows a 2D plan with stat cards highlighting key deal metrics.
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Reorganize stat cards by dragging them.
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Disable cards by clicking the eye icon.
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Globally control stat card visibility via the Settings panel.
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2D Plan Views:
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Displays level-specific plans by scheme and site.
- Unique plan levels will appear as a view.
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3D Views:
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Shows perspective views created in the desktop app or web editor.
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If none exist, the section is hidden.
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Customizing and Collating Views
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Drag views or sections using the drag icon to reorder them.
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Click the eye icon to hide views from:
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Shared links
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PDF exports
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Section order is consistent across all schemes and site views with a deal.
Sharing the Report
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Share as a curated link or export as a PDF for stakeholders.
- Note, a low-res screen (devicePixelRatio <= 1) will produce a low-res image in the PDF.
Navigating to Overview, Financial, or Scheme Comparison Tools
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Click the Reports dropdown to switch between:
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Deal Overview
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Financial View
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Scheme Comparison
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