Skip to content

Intapp

DealCloud

Support

Community

Training

Status

Investors

Intapp University Training

Courses
eLearning
Events
Community
Horizons
Log In
Toggle Search

To search this site, enter a search term
Intapp
DealCloud
Support
Community
Training
Status
Investors

Excel Add-In Reports: Quiz

Intapp University >
Excel Add-In Reports: Quiz

Navigation

Create an Entry Detail Report

Adding Views to Entry Detail Reports

Check In and Entry Detail Report Settings

Word Add-In Template Reports: Quiz

Excel Reporting Overview

Introduction to the DCPull Formula

Example of an Excel Tearsheet

How to Create a Tearsheet in Excel Part 1

How to Create a Tearsheet in Excel Part 2

DCPull Currency Parameter

DCView Formula Part 1

DCView Formula Part 2

Troubleshooting Formula Error Messages

Intapp Training Key Takeaways (Platform Managers)

Practice Exercises and Instructions

Quick Reference Card: How to Download the Intapp CRM Add-Ins

Quick Reference Card: Intapp CRM Web Portal

Quick Reference Card: List Management

Quick Reference Card: Work on Behalf Of Another Person in Intapp CRM

Quick Reference Card: Merge Entries

Quick Reference Card: How to Sync Outlook Emails, Contacts and Events to Intapp CRM

Quick Reference Card: Intapp CRM Outlook Contact and Event Sync Settings

Quick Reference Card: Mobile Settings for Note Logging

Quick Reference Card: Intapp BCC Email Tagging

Brief Course Completion Survey

Course Certificate

« ‹ › » page 5 / 5

Excel Add-In Reports: Quiz

Return to Intapp CRM Platform Manager Certification

Additional Information

Intapp.com
Support
Community
Contact

© 2018 Intapp University. | We support the latest versions of Chrome, Firefox, Edge, and Safari.

Privacy
Legal

By using this site you agree to the use of cookies Find out more

Courses
eLearning
Events
Community
Horizons
Log In
Toggle Search

To search this site, enter a search term
Intapp
DealCloud
Support
Community
Training
Status
Investors