The Valcre Ribbon in the Report template is designed to allow you to link your workbook, additional Valcre files, and any other files stored locally into your report. Use this guide as your cheat sheet to utilize everything in the Valcre Ribbon of the Valcre Report Template.
Prerequisites
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Subscription Tier: Professional or Enterprise
- Please note: Clear Links and Insert Documents is only available for Enterprise subscriptions at this time.
Update Links
| Update Selected: Allows you to only update the links of anything you have highlighted in your report | |
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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.
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| Linked Files: Shows you which files are linked, this is valuable when validating that you have the correct workbook linked to the Report. |
Links
| Insert Links: Allows you to insert any named range link into the report such as the Direct Cap table or a specific text link. | |
| Change Case: Allows you to set your case setting for the entire report, making formatting a breeze. | |
| Open in Excel: Use this when you would like to review or edit a section of your report that is linked in excel. Highlight the area you want to open in Excel, and select the button. | |
| Highlight: Enables highlighting for text that is linked in the Workbook. You can also choose to show Unused Links to ensure your report has all necessary information. | |
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Clear*: Allows you to clear all the content within the links of this report. * Only available for Enterprise Subscriptions |
Insert
| Insert Reports: Allows you to insert specific reports from your job record such as a PSA, Datasheets, and an Invoice. | |
| Insert Files: Allows you to insert specific files and images that you have added to the job record in Valcre Online. | |
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Insert Documents*: Bring in documents and PDF’s that are stored locally on your computer. * Only available for Enterprise Subscriptions |
Valcre
| Sign in/out: Sign in/out of the Valcre ribbon. | |
| Valcre Online: Opens Valcre Online in a new window | |
| Support: Access our help center, view logs, or check for updates. |