Customizable report of Opportunities showing complete detail including a total summary page.    

To Generate an Opportunity Details Report

1. On the Primary menu, click REPORTS.
2. On the Reports menu, click Opportunities.
3. Locate Opportunity Details and click Enter Report Criteria.
4. Enter the Organization Information.

Note: These fields can not be populated directly.  You must click the [Select] link to enter the organization information.

 

5. Click [Select].  The Nexsure Organization Criteria dialog box will appear.  Using the drop-down lists, select the desired organization information (Region, Territory, Branch, Department, Unit) you wish to query for the report and click Add.  This feature allows you to add as many regions, territories, etc. to the report as needed.  Once information has been added to the Include box, it can be removed by selecting the item and clicking the Del button or Clear to remove all items.  If the organization information is correct, click OK.
6. Enter the remaining report criteria.

7. Click Submit Report Criteria.  The report viewer will open.
8. Click the Print icon to send the report to your printer or the Export icon to save the file as one of the supported file formats.

Customizable report summarizing individual Opportunities.

To Generate an Opportunity Summary Report

1. On the Primary menu, click REPORTS.
2. On the Reports menu, click Opportunities.
3. Locate Opportunity Summary and click Enter Report Criteria.
4. Enter the Organization Information.

Note:  These fields can not be populated directly.  You must click the [Select] link to enter the organization information.

 

5. Click [Select].  The Nexsure Organization Criteria dialog box will appear.  Using the drop-down lists, select the desired organization information (Region, Territory, Branch, Department, Unit) you wish to query for the report and click Add.  This feature allows you to add as many regions, territories, etc. to the report as needed.  Once information has been added to the Include box, it can be removed by selecting the item and clicking the Del button or Clear to remove all items.  If the organization information is correct, click OK.
6. Enter the remaining report criteria.