Design Reports with Word And Excel
Take an existing Word or Excel document and easily turn it into a DealManager report template. Simply designate the areas to be updated with information from the DealManager database using Word's built-in content controls. Text, formatting, graphics, pictures, and styles are preserved when the document is updated by the Wizdocs Reports Generator.
Insert repeating informationPresent information in a list or table in Word. After styling the table, choose which fields to import from DealManager. Any field captured within DealManager can be inserted where desired. Use Word's built-in table styles to instantly create visually appealing tables. The Wizdocs Reports Generator will use the list or table template and insert the selected records.
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Insert StatisticsStatistics and calculations may be inserted in any portion of the document alongside static text. Supported calculations include sum, divide, multiply, subtract, round, count, median, maximum, and minimum. Use any combination of these statistics to process diligence data and display the corresponding result anywhere in a report.
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Excel ReportsCreate highly complex workbooks which can be populated with data from one or more lists from DealManager. The Wizdocs Reports Generator preserves conditional formatting, formulas, and linked charts. In addition, several sheets may be created, each populated with different fields, views, and queries from DealManager.
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