This guide provides quick shortcuts to help you efficiently manage your database, complete valuations in the workbook, and create reports with ease. Think of these as your personal cheat codes for navigating Valcre!
Table of Contents
Valcre Online
Opening a Page in a New Tab
When navigating through Valcre Online, returning to a previous page may reset any selections or parameters previously set. For instance, if you're running a search for comparables, you might lose your search filters upon navigating back.
Shortcut: Use CTRL + Click to open a record in a new tab. This allows you to view the comparable record while keeping your search results intact.
Pro Tip: This shortcut works across the entire Valcre Online platform.
Mass-Selecting Records
When viewing your Search Results page, you may want to select multiple comparables to generate datasheets, add them to a job, or export them in CSV format. Instead of selecting each record one by one:
Shortcut: Hold SHIFT + Click to mass-select records.
- Select the first record while holding the SHIFT key.
- Select the last record while still holding SHIFT.
- All records in between will be selected automatically.
Valcre Valuation Workbook
Converting a Formula to Output Text
Some comments or narratives in the Valcre Valuation Workbook are generated using formulas that pull data from Valcre Online. If you need to modify these comments manually:
Shortcut: Use F2 to enter edit mode, then press F9 to convert the formula into static text.
Note: Once converted, the comment will no longer update automatically if new data is pulled from Valcre Online.
Mass-Selecting Rows to Be Hidden
When working through your Valuation Workbook, you may need to hide or unhide multiple rows.
Shortcut: Use SHIFT + Click to select multiple rows before hiding or unhiding them.
Valcre Report
Mass-Selecting an Area of the Report
During the draft phase of your report, you may need to remove entire sections, such as an unused Income Approach. Manually highlighting page by page can be tedious.
Shortcut:
- Click at the start of the section you want to remove.
- Hold SHIFT and use the scrollbar to move to the end of the section.
- Select DEL or BACKSPACE to delete the highlighted content.
Deleting a Page with a Leftover Section Break
After deleting a section from your report, a blank page may remain due to a hidden Section Break.
Shortcut:
- Place your cursor on the blank page.
- Press CTRL + DEL to remove the Section Break and delete the page.
By using these shortcuts, you can streamline your workflow, save time, and enhance your efficiency within Valcre!
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