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How to Create and Share a Deal Report

Deal reports are automatically generated 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 ellipsis (⋯) next to the deal and select Open in Browser.


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

  • Navigate to the Reports view.

Navigating Between Schemes and Sites 

  • Toggle between different schemes and site views as needed.

Report Section Types

  • Overview:

    • Place a view and stat cards highlighting key deal metrics on the Overview sheet. 

  • 2D Plan Views:

    • Displays level-specific plans by scheme and site.

    • Unique plan levels will appear as a view.

  • 3D Views:

    • Shows perspective views created in the desktop app or web editor.

    • If no 3D views have been created in the deal, the section is hidden.

Customizing and Collating Views

  • Drag views or sections using the drag icon to reorder them.

    Section and View Panel

  • Click the eye icon to hide views from:

    • Shared links

    • PDF exports

  • Section order is consistent across all schemes and site views with a deal.

Adding and Editing Views on a Sheet

  • To add a dynamic view to a sheet, click on the editor icon, and drag the view to the sheet.
  • Once the image is placed, click on the Edit view to access the viewport to edit the view.
  • Reports - dynamic image
  • 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.
  • When a view is selected, the scheme/site combination will be visible on the right panel.
  • Note, there is also an Update View checkbox. If this box is checked, views will be active and reflect any adjustments that are made in the live viewport. If the box is unchecked, the views will be static and hold existing properties. Views that are unchecked can reactive the edit view mode.
  • To crop a view, click on the crop button, and drag the crop frame to the desired location.

 

Adding and Editing Deal Statistic Cards on 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 to select more than one at a time) and navigate to the desired scheme/site combination with the drop down menu.


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. 

Navigating to Overview, Financial, or Scheme Comparison Tools

  • Click the Reports dropdown to switch between:

    • Deal Overview

    • Financial View

    • Scheme Comparison