How do I incorporate an external report template into Sageworks Valuation Solution?

Sageworks Valuation allows you to integrate reports you have created with other programs into SVS' report builder. To do this, in the report builder select "Create New Report" then "Create New Template". You can then copy your report from another program and paste it into the text box. Use the hot feeds from the left-hand sidebar to include financial information, ratio analysis, and valuation methods from SVS in your valuation report.