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Presentation Design: Create a Report

Diligencevault provides you the ability to extract a report from the platform in your own format once you have completed the project.

 

The only prerequisite to create a presentation report is to have your report format handy in a word format. There are 2 main steps for the initial setup : 

 

A) Presentation Design : Here you will design the format of your report and align the question and answer tags to generate the report.

  • To generate a report, navigate to Reports > Presentation Design from the top navigation bar.

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  • Click on the "+" sign to create a new report design.

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  • Now give your report a name.
  • Under Source Template, select the name of the template(s) that you are going to work on and would like see responses from in your report.

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  • Once you have selected the template(s), click on 'view tags'.
  • You will find 3 types of tags here : Question Tags, Score Tags and Custom Tags.
  • Copy DV tags corresponding to selected data points and place into your custom Word report. DV tags will be replaced by actual responses at the report generation time.
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  • Once you have copied the tags, save your word file and upload it in 'Upload Output file' and Save.

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B) Presentation Report : Here you can create a report once designing is done.

  • Go to Reports > Presentation Report and click on the '+' sign to create a new report.

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  • Select Generate Custom report.

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  • In the next step, select the report definition (Report Design, created in Presentation Design) and select the date range of the project created using the selected template.
    Note : Please make sure the project is marked as completed by the manager to create a report.

  • In the next step, select the project(s) associated with the template from which you need responses.

  • In the final step, give this report a new, select the required as of date and click export of generate the report.

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  • Once the Report is generated you can download the report, send it to your email or delete the report.

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  • You can also download the report directly from the project as shown below : 

    10.png

 

Please take a look at the video for more details : 

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About DiligenceVault

DiligenceVault is a secure digital diligence platform - built with an industry ecosystem in mind. Today, over 21,000 users leverage the platform in digitalizing the way they manage their due diligences. Founded in 2014, DiligenceVault is backed by Goldman Sachs, and delivers a global support promise with teams in New York, London, Singapore, and India.