How to use the Deal Report Generator

Step 1: Open the Deal Report Generator

• Log in to your OutPerform account
• Navigate to the Report section (report icon is on the left menu)
• Click on the Deal Report Generator – this will open the Deal Report Generator screen.

Step 2: Add a New Report

• Click the ‘Add Report’ button
• Fill in the following fields:
• Title – give your report a clear name.
• Start Date & End Date – set the report duration
• The ‘Start Date’ and ‘End Date’ are referring to the report range/duration that need to be generated.
• Once all fields are completed, click Submit to generate the report.

Step 3: Download the Report

• Once the report is generated, it will appear in the listing.
• Click the Download icon to export the report.
• The file will be downloaded in Excel format (.xlsx).
  Note: The download button can only be clicked once per report.

Step 4: Open and view the Report in Excel

• Locate the downloaded file on your computer.
• Open it with Microsoft Excel (or any compatible spreadsheet software).
• You can now analyze, filter, or sort the deal data directly within Excel.

Step 5: Cancel a Report

• To stop the report generation process, click the Cancel icon.
  Note: The cancel button can only be clicked once.

Step 6: Filter Report by Date Range

• In the Filter Criteria section, select the date range you want to view.
• Click View Report to see the filtered list.
• This filter will show you the list of report that you have requested for maybe within a week, a month or a year.