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  • Zap Report Builder for Valuators(1749Q)

Zap Report Builder for Valuators(1749Q)

 Zap Report Builder for Valuators(1749Q)
Course CPE: 1 hour
Field(s) of Study: Computer Software and Applications–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: QAS Self-Study
Item Number: 24DB0215ZAP
Shipping Weight: 0lbs. 0oz.
Price: $99.00
Recording Date: February 15, 2024

Presenter: David Fein

Program Description:

Do you want to reduce the time it takes to produce valuation reports? Designed for valuators, Zap Report Builder (Zap) creates reports in Word that contain Excel data—like numbers, ranges, and charts fast and easy.

This webinar will demonstrate how Zap helps you automate the creation of valuation reports using your own Word and Excel documents. You can link all of your Excel cells, ranges, and charts to your Word valuation report using point-and-click. If your Excel data changes, Zap automatically updates your Word document so that it always stays in sync.

You can also quickly create optional content like sentences, paragraphs, and whole sections of a report that are included or excluded based on setting a cell in Excel to true or false. For example, a DLOM is sometimes in a report and sometimes it is not; you can automate the DLOM section of your report using Zap. You will learn to create Zap report templates so that you can quickly create reports based on different valuation (i.e., Excel files.

Zap works with your existing Excel and Word documents; you do not need ValuSource valuation software to use it.

After completing this course, you will be able to:
  • Recognize how to link Excel cells, ranges, and charts to Word using point-and-click
  • Identify the process of automatically updating links when your Excel data changes, ensuring your Word document always stays in sync
  • Determine sentences, paragraphs, and whole sections of a report to be included or excluded based on setting a cell in Excel to true or false
  • Identify how to create more valuation reports in less time
  • Determine the requirements needed for, and create templates from your existing Word and Excel documents

For more information regarding refund or concerns, please contact our offices at (800) 677-2009.

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

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