Job Report Options

Job Report Options sets how the reports will be generated and allow overriding values. Located under Reports > Job Report Options

  • Date of Report: Date which appears on the report as date completed
  • Report Authors: Authors who appear on the final report (Note. Only Firm Members assigned to the Job will appear in this list.)
  • Report Authors Override: Manually enter report authors which ignores the previous field.
  • Scope of engagement: What level of scope the valuation. This appears on the Executive Summary
  • Report purpose: Reason for valuation (Eg. Sale of Business). This appears on the Executive Summary
  • Prepared for override: Allows you manually enter who the report is prepared for. (Note. Overrides any stakeholders selected as clients)
  • Cover heading override: Change the default wording of Business Valuation Report for the Cover Page
  • Cover job name override: Change the Job Name for the Cover Page
  • Report fullpage watermark image: Select a firm watermark which will appear on the Cover Page (Note. A4 size image is recommended)
  • Override list style: Change the default list marker for the report (Note. Default is bullets)
  • Show contents page: Show the contents page when a Job Report Bundle is generated.
  • Use default important notes: Use Valuation Ultimate built in report for the Job
  • Use default key assumptions: Use Valuation Ultimate built in report for the Job
  • Use default key limitations: Use Valuation Ultimate built in report for the Job
  • Use default professional standards: Use Valuation Ultimate built in report for the Job