A Word template is a Microsoft Word file customized according to the customer's needs. It is the foundation of the customer's PDF reports, which not only helps with the styling but also with getting all the necessary key figures.
Word Template is designed to be a tool for creating PDF (Portable Document Format) reports. Its advantage is its easiness: all the essential numbers are fetched to tables in the template on a single click. The PDF is also easy to save through a PDF printer application. These features reduce the analyst's work amount - he may now concentrate on what's important, the analysis.
Features
Figures are acquired from database, so the analysts don't need to use time to input them
Selected figures are presented in tables
Customized layout: colors, tables, font, etc.
Easily saved PDF printer application
Allows analysts to concentrate on doing the analysis not the PDFs
Screenshots
At first you have to install the applications the template uses. We will provide good instructions for it.
Clicking the button it will open a selection window where you may choose the layout of the report and e.g. the company or industry your report is about.
Using Valuatum platform and the Word template enables you to work effectively. The figures are calculated automatically in the company model and they are fetched from database with one click directly to the template.
After the figures are put into their tables you may write your comments. The layout of the base template is adjustable: the comments can be inserted anywhere in the template.