Valcre Add-In: Report Ribbon Cheat Sheet

Choose Workbook
With the 2.0.10.0 Valcre Office Add-in, syncing a workbook to your report is a breeze:

1. Select Choose Workbook on the Valcre ribbon.
2. Navigate to and select the workbook file you want to link.
3. Your report will now be linked to the workbook, and is ready to sync with Update Links. The Choose Workbook button will hide once successfully linked.

Heads-up:
If you later need to link a different workbook, go to Linked Files and select Change File next to your current link.

Update All: Updates all the links within your report. Use the drop down to designate if you wish to update all text, table, chart, or all links, as well as select the speed and quality you wish you use to update the links.

• Update Using the Fastest Speed- syncs the quickest but generates lower-quality charts and images. This option is ideal for when you are in draft mode and making updates within the file
• Update Using Highest Quality- takes longer to sync but generates higher quality charts and images. This option is ideal for your final version. 

Linked Files: Shows all workbooks currently linked to this report. This helps you verify you've got the right file(s) before updating data or refreshing your report. 

• Change linked files: Select Linked Files, then select the arrow to the right of the currently linked workbook, followed by Change File. Select the new file from the file finder. 
  
  PRO TIP: 
  Do not select Unlink file unless you want to convert to a plain Word document- removing all content controls. This is only used when your report is completed and you would like to send a Word document (as opposed to a PDF) and cannot be reversed. 

Clear*: Allows you to clear all the content within the links of this report.

* Only available for Enterprise Subscriptions

Generate Reports: 

Only available if your subscription includes the Portfolio Rollup add-on.

Generate Reports is used to create a word document for all Valcre Valuation Workbooks saved to a specific folder on your local device, such as creating 8 versions of the Addenda Template for each of the 8 properties that are part of the portfolio you are assessing. 

Learn more about using Portfolio Rollup here. 

Navigation Pane: 

New in the 2.0.10.0 Valcre Add-in—jump around your report in a flash:

• On the Valcre ribbon, select Navigation Pane.
• The pane opens on the left, listing every major report section (e.g., Executive Summary, DCF Analysis, Charts).
• Select any section name to instantly scroll your document to that point.

Pro Tip:
 Once the pane is open, you can collapse it by selecting Navigation Pane again—no more “where did that section go?” panic.

Live Chat
New in the 2.0.10.0 Valcre Add-in—now you can chat with our support team without ever leaving your workbook!

1. Locate Live Chat
   • On the Valcre ribbon, select Live Chat.
2. Start your conversation
   • A chat window will open to the right.
   • Type your question and press Enter or select the Send icon.
   • Our support team will reply right there in your Report template

Pro Tip:
Make sure you’re online—Live Chat requires an active internet connection.