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How to use: For example we want to obtain information about executives of portfolio companies which received last investments from November 2013 to November 2015. Run #REDIRECT [[SDC Platinum, and login in with User Initials "'''M'''" (without quotesWiki). Fill in project description. Select '''VentureXpert''' and select '''Portfolio Companies''' under '''Industry Resources'''. Select '''Search Menu''' in Navigation Method (never select Express Reports). Double click '''Company Area Cd''' under '''Portfolio Company'''. Double click '''All Canada''' and select all '''British Columbia''' rows by double clicking. Open '''Venture Related Deals''' under Investment Type and then select '''All Venture Related Deals'''. Under '''Investment Summary''', open '''Date Company Rcvd its First Investment''' and set the dates. Exit search window and click on the '''Report''' button on the tool bar. Select '''Custom''' and find whatever information you want to display in the report, such as Company Name and Address, add them by double clicking. Click '''OK''' and click '''OK''' again on the right hand side of the window. Select '''No''' when asked to return to design mode. Input name for custom report and save. Choose '''Column Grid format''' and save as txt file. Click '''Execute''' on the top to generate the report.]]
Julia moved page SDC Platinum to SDC Platinum (Wiki)
