Most firms report on their pipeline, fundraising activity, and market coverage on a regular basis, so the concept of scheduling reports for delivery to your inbox makes sense. For firms that use Excel spreadsheets to manage everything, this might feel like an unattainable dream as the process today usually requires numerous people to update a single file, or to have someone stitch peoples updates together in time for distribution.

Other firms leverage generic CRMs, and those systems don’t make this process easy as seen here and here and here. Work arounds requiring a developer? Sounds unnecessarily  overly complicated.  Extra software to accomplish the most basic output out of the system? Sounds like a bait-and-switch.

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The original idea to make scheduled reporting in this generic CRM was posted 8 years ago. The most recent comment experiencing the same problem was posted last month. Link to full post.

DealCloud is different. Since our platform was purpose built and designed for the use of deal and relationship professionals, getting a properly formatted report emailed to you on a schedule, as an attachment, is something easily accomplished.

First, design the report you want using DealCloud’s Microsoft Word add-in, which you can read all about here. These templates can also be used to generate push button tears sheets..

Next, in DealCloud, your newly designed report template is available under Tools > Template Reports where you can schedule it for delivery.

Scheduled Report
Scheduling options in DealCloud for template reports

Options for delivery include individual users, entire groups, with the handy option to exclude someone from the group you selected for when you might want a regional report to go out but exclude the people in the group who are based outside of that region.

Most clients will schedule a pipeline report to be sent out Monday at 8am so that everyone at the “Monday Morning Meeting” will have the latest info automatically out of DealCloud.

So what do these reports look like? That’s completely up to you as they are designed with your reporting needs in mind using DealCloud’s Word Add-In. You do have the option of deciding if you want the report emailed to you in Word or PDF for easy to read attachments in the format of your preference.

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Document format options for scheduled reports in DealCloud.

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