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| − | How to use:
| + | #REDIRECT [[SDC Platinum (Wiki)]] |
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| − | For example we want to obtain information about executives of portfolio companies which received last investments from November 2013 to November 2015.
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| − | Run SDC Platinum, and login in with User Initials "'''M'''" (without quotes). 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.
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| − | '''Login Information'''
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| − | *User Initials: M
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| − | *Enter project description
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| − | '''Create a New Project'''
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| − | *Enter Project Description
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| − | *Select a Database
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| − | **VentureXpert
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| − | ***Choose Industry Resource
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| − | **Global New Issues Databases
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| − | **Mergers & Acquisitions
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| − | *Select Search Menu
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| − | *In Search Items:
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| − | **Select Moneytree Deals or Venture Related Deals
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| − | **Select all other filters needed for the analysis (i.e. dates or state)
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| − | **Fill out custom time frame for filters requiring dates
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| − | *In Express Report Items:
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| − | ** Select all variables for analysis (double click)
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| − | *Select OK on far right column
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| − | *Save custom report
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| − | *In report options: select 'Save As' from the row of tabs at the top
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| − | **Enter file name and save the report to a text file (.txt)
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| − | *Select Execute to generate a report
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| − | '''To Open the Report in TextFile'''
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