UPDATED: November 10, 2015
We have several report templates available in attachedSales.
- Active Opportunities
- Closed/Lost Opportunities
- Closed/Won Opportunities
- Inactive Opportunities
- Sales Pipeline report.
To get to Sales Reports simply click on the REPORTS button from your attachedSales grid and select the report template you'd like to use. You can filter your data to what you want to see on the report first so that only the data you are interested in seeing on your report will pull up into the Report Preview screen. For example, if you only want to see the data for a specific Sales Resource, simply query the data for that individual, then click on REPORTS.
From the Report Preview screen, you can filter your data even further by using the optional filters at the top of your screen.
Once you get the data you want on your report you can either print it to a printer or download it to Excel by clicking on the appropriate button.