dv01’s Strats tool is one of the most popular and widely used functions in our app, providing users countless ways to view and dissect collateral data. As users’ needs evolve, so must the tools we offer—that’s why we’ve upgraded our Strats page with new capabilities and a smoother UI!
Rebranded as the Reports page, users can now flexibly build reports faster than ever by generating pivot tables and setting substrats within each strat card.
Instead of seeing Strats as a tab, you will now see Reports. Additionally, the Page Settings are located directly above the first strat card.
Configuring Individual Strat Cards
Whenever you select substrats or adjust settings, they will be applied to the specific strat card.
To add substrats, click the Plus icon to prompt a drop-down menu, and select up to two substrats.
You can also apply this substrat across all strat cards with just one click.
In addition to just seeing your strat tables, users can now create pivot tables with the strat fields for a move enhanced understanding of their data.
From Page Settings, select the Plus icon to prompt a drop down menu, and click Pivot Table.
From the drawer, set the desired fields for row, column, and cell. Give your table a title and click Save & Build. The pivot table will appear at the bottom of the page.
Users can now flexibly build reports faster than ever by generating pivot tables and setting substrats within each strat card.