Deal Summary Report
To download the Deal Summary in Word, follow the below steps:
1. Click on the Report and Analytics in the main menu.
2. You can access it from the dashboard by clicking Deal Summary Report in the Deal panel or from the Deal Pipeline drop-down menu in the vertical bar.
3. The Deal Summary Report window is displayed. Choose the deal from the drop-down list. Click on Download Report button. The report will download in Word format.
4. To schedule a report via email, click on the down arrow button next to Download Excel button. Click on Schedule Report.
5. The Deal Summary Report- Schedule Report Delivery (Email) window is displayed. The details included are:
- Time zone: Shows the time zone. It is an auto-populated field.
- Frequency: Choose the frequency of the report delivery, i.e., Daily, Weekly, Monthly or Annually. Choose Time.
- Recipients: Choose the recipients of the report from the dropdown list.
6. Click Add.
7. You can view the Current Report Delivery Schedule below.
8. To view Audit History, click on Audit History button in the top right corner of the panel.
9. The Weekly Tracker Report-Audit History window is displayed.
