This article covers using the report function to build a deal book, which is commonly done at the end of a deal before the transaction is closed.

This report is only accessible to members of the room owner's team.

  • Select 'Reports', from the left hand menu, and then select 'Build Deal Book'.

  • Select the areas of the deal room, to include in the report, and then select 'Submit'.

  • A link, to download the report, will be emailed to the user.

  • The user has to be logged in to the platform to be able to download the report from the link.

If you have any further questions, please email our Help Desk: [email protected]

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