Valcre Online: Creating Custom Reports

Jen McGee

Custom reports in Valcre provide the ability to tailor report outputs to their specific business needs. Whether generating a sales schedule, datasheet, or simple summary, custom reports allow for greater flexibility and data utilization. These reports enhance efficiency by automating data population from Valcre Online, ensuring accuracy and consistency across all reporting formats

Prerequisites

Subscription Requirement: Advanced, Professional, or Enterprise plan
User Privilege: Office Administrator access (Contact your Valcre Client Success Manager to enable this permission)

Accessing Custom Reports

Select Administration from the left-side menu.
Select edit to open the appropriate office.
Select Custom Reports from the top menu.
- Here, you can upload new custom reports and assign them to specific tabs (Supported Records).

Creating a Custom Report

After creating your custom report template in Word, you’ll need to add mergefields to sync data from Valcre Online.

Step 1: Connect Valcre Online to your Word document

Every custom report requires two codes to function—an opening tag at the beginning and a closing tag at the end— to enable data population from Valcre Online.

Beginning of Document:

Place your cursor at the start of the document:
Select Insert from the Word Ribbon.
Select Quick Parts > Field.
Choose MergeField
In the Field Name Enter: RangeStart:Items

End of Document:

Place your cursor at the end of the document:
Select Insert from the Word Ribbon.
Select Quick Parts > Field.
Choose MergeField
In the Field Name Enter: RangeEnd:Items

Step 2: Insert Merge Fields from the Custom Report Fields Dictionary.

Use the Custom Report Fields Dictionary (available on the Valcre Downloads page, under Custom Reports) to locate the correct field codes (e.g., Property Name, Sale Price, Buyer, etc)
- This will vary based on what type of report you are creating.
Press ALT+F9 (or Fn + F9, depending on your keyboard settings) to expand fields to apply formatting options.
Copy and paste the appropriate Mergefield code into your document. The first code pulls through the value in its raw format. The second code has the appropriate formatting applied for you.

Example: To insert Property Name, use {MERGEFIELD Property.Name}.

Handling Data from Different Valcre Online Records:

If your custom report pulls data from a different record than the field’s original source, you must indicate the source record.

Example: If a custom report exports data from the Sales record but includes the Property Name (which is from the Property record), format the field as: {MERGEFIELD Property.Name} instead of {MERGEFIELD Name}.

Pro tips:

Adjusting Data Display:

{MERGEFIELD Price} → plain number
{MERGEFIELD Price\# c0} → formatted as currency

Adding Prefix or Suffix:

To add text before data: \b "Built in " → Built in 2019
To add text after data: \f " Days" → 25 Days

Inserting Images & Maps

Place an icon or placeholder where the image or map should appear.
Use the Map + Images Field Dictionary to locate the applicable code.
Highlight the placeholder and press ALT+F9 (or Fn + F9, depending on your keyboard settings) to reveal the code.
Copy & Paste the appropriate field code.
Adjust the image size as needed.
Ensure the shape remains within the black chevrons in the corners of the image placeholder.
Use the Options in the Map + Image Dictionary (attached to this guide) to format the map

Prepare your Word Document for Upload

Review the Document: Press ALT+F9 (or Fn + F9, depending on your keyboard settings) to remove the hidden text and preview the final export format.
Save your file.