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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 SDC Platinum, and login in with User Initials "'''mc'''" (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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==Using SDC Platinum==
'''Login Information'''
*User Initials: mcEE*Enter project description , e.g. 1
'''Create a New Project'''
*Select USR
*left click on your text file, select open with TextPad
==Example Session==
For example we might want to obtain information about executives of portfolio companies which received in British Columbia.
Run SDC Platinum, and login in with User Initials "'''EE'''" (without quotes). Fill in project description (type anything - just the number 1 is fine). 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.
==Potential Errors==
If you are opening a custom report and the rpt file you are looking to use to extract doesn't appear, there was a mistake in your choice of database. For example, when attempting to pull data relating to funds or rounds you sometimes have to chose Portfolio Companies in the VentureXpert database. Play around with choosing different filters within the database. Choice of which database to pull each type of data from can be found on the [[VentureXpert Data]] page.
