Any user with Admin credentials can create and upload a custom excel report template within the Blooma system.
Creating a Custom Excel Report Template
Blooma's Professional Services team or users with Admin credentials are able to create custom reporting templates. These templates allow users to export any data or analysis which has been compiled within the Blooma system. Once exported, users can further save, edit and utilize the analysis and data completed in Blooma, off system.
Any file type, formatting, macros, etc. can be used when creating an excel template. All formatting, macros, etc., will not be impacted by the export. The only items that will be impacted by the system when exporting to your template, are the mapped fields.
Blooma has created a unique field id, for every data point in your system. By including the unique field id within your template, you will be able to export the corresponding data. Users can review all of the unique field id's associated with a deal, by navigating the side panel of any deal, and selecting the "Download Data" icon under the "add comment" icon:
Once you have exported the deal data to excel, you will be able to view all of the data field names associated with that deal. Once you have identified the fields you would like to export to your custom excel report, you will need to map the corresponding field name for the data to transmit. For example let's assume you want to map the subject collateral address to a custom report. After utilizing the "Export to Excel" feature for the deal, we can see that the address field name for our desired response is "DealExtract.Deal.address.fullAddress":
Users will take this field name, and paste it into their custom excel report, where they would like for the corresponding address to populate. Once this has been input into your custom excel template, you will just need to surround the field name with a couple of special characters to activate this connection, and let the system know these fields should be overwritten with system data. The added characters on the field name are as follows: ${DealExtract.Deal.address.fullAddress}.
When this template is ultimately exported from the deal, the field shown above, ${DealExtract.Deal.address.fullAddress}, will be replaced with the corresponding address, which in this case is: "3770 Tansy St, San Diego, CA 92121". Any other field, text, etc on your template will not be overwritten or changed. Only fields with those special "${}" symbols.
Finally, once your excel template is complete and you are ready to upload it into your system for use, navigate to the "Admin" section of your Blooma site. This is at the top of every page in the drop down menu:
Next, enter the “Templates” section.
Once in the templates page, you are able to upload new excel templates or download/delete existing templates.
Exporting a Custom Excel Report Template
Blooma allows users to create and export custom excel reports within their siloed site.
To learn how to create and upload custom excel report templates, please refer to our "Creating Custom Excel Report Templates" guide above. Please note that uploading custom excel templates into your system is limited to users with Admin credentials. Users will only be able to export custom excel reports which have either been provided by Blooma's Pro-Serv team, or from their admins.
Users can export their deal data to a custom excel report directly from the summary page of the deal they are working on. To do this, navigate to the right of the Summary Page and select the "Download Data" icon:
Once you have opened the Download Data panel, select the custom excel report template you would like to export:
Once you have selected the report you would like to export, the system will create, download, and store the report within your "Deal Documents" folder for that deal. The file should also download to your local files on your computer as well. To access the report in Blooma, along with all of the other documents related to the deal, users can utilize the right hand folder icon:
Note: Before you open the files on your computer you must right click on the file, click on properties, and then click unblock to utilize the template
Once you are within the Deal Documents folder, select the “Generated Documents” folder:
Once this subfolder is open, users will see all of the custom excel reports they have generated for that specific deal. Each report will be time-stamped with the date and time they were created, so that users know which report is the most recently created.
If you would like to edit any of the files within this folder, select the vertical triple dot icon to the right of the file name. Once selected, users will be able to download, rename, delete, etc. Downloading the file will allow users to further save, edit, and utilize the analysis completed in Blooma offsite: