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How to Create and Share a Deal Report

Deal reports can automatically be generated or customized when a deal is saved to the cloud. Here's how to access, customize, and share them:

Accessing the Deal Report

  • Save a deal to the cloud to auto-generate its report.

  • Open the deal from the cloud deal pipeline.

  • From the Deal Pipeline, click the action button or ellipsis (⋯) next to the deal and select Open in Browser.


  • From the desktop application, click on Open in Web.

  • Navigate to the Site Overview.

  • Expand the Site Overview drop down menu and select Reports.
  • Reports will open and display the TestFit Default - 3 Pager Template:


Report Default Templates

  • Default - 3 Pager: includes Cover, Overview, and Detail sheets
  • Blank Template: includes a blank sheet
  • Auto-Gen Report: includes sheets with views of all level 2D plan views and 3D views for each scheme and site combination within the Deal.
  • Note, custom templates are coming soon!

Apply a TestFit Template

  • Click on the Template icon and scroll down to select and apply a TestFit template.

Assigning Subsections and Sheets

  • Click on the plus icon and scroll down to select to add a new subsection and/or new sheet to the report.

Adjusting Section and/or Sheet Order

  • Select the section or sheet grip icon and drag the layer to the desired location. 
  • If a sheet needs to be applied to a subsection, drag the sheet to the section header.

Custom Views

  • Select the custom view icon to place a view on a sheet.

 

  • Once the image is placed, click on the Edit view to access the viewport to edit the view.
  • In edit mode, you can select the desired scheme and site combination, turn on/off Data Map layers in 2D, change the view to 2D or 3D, scroll in and out, and assign a true north or project north orientation.
  • Once all settings are in place, save the view to return to the sheet.
  • Views can also be cropped or zoom adjusted on the sheet.

Assigning Scheme, Site and Level in 2D Views

  • For 2D views, select and apply the desired Scheme, Site, and Level.

Assigning Scheme in 3D Views

  • For 3D views, select the 3D checkbox and apply the desired Scheme.

Managing Visibility Settings

  • Sections and sheet visibility can be turned off from shared links or PDF downloads by clicking on the visibility eye icon. 

 

 

Applying Deal Statistic Cards To a Sheet

  • To add a single stat card to a sheet, click to the Deal Statistics button and select the stat card.
  • To add all stat cards relative to the deal's site/scheme combination, click on the Place All Statistics button.
  • To adjust the scheme/site assignment for a stat card or cards, click on the stat card (click shift or ctrl to select more than one deal stat card at a time) and navigate to the desired scheme/site combination with the drop down menu.



  • To Expand the data stat cards to show more detailed data outputs when available, select the deal stat card and check Expand.

Sharing the Report

  • 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.