Blooma allows users to create and export custom excel reports within their silo'd site.
To learn how to create and upload custom excel report templates, please refer to our "Creating Custom Excel Report Templates" guide. 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.
Exporting custom excel reports
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. To access the report, along with all of the other documents related to the deal, users can utilize the right hand folder icon:
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: