Generating Reports in Opportunities

Reports have a similar interface to filters. Filters display information according to selected criteria, while reports allow field information groupings as well as numeric field summaries. Results can also be saved or printed and exported into many popular formats such as MS Word and Adobe PDF. Controls on the screen allow users to scroll forward and backward on the page through the report results, search for an item in the report, and zoom in and out on the report.

The users can generate a variety of reports for an Opportunity:

Category: Opportunities

  • List of Opportunities: It shows all the list of opportunities.

  • List of Opportunities and Children : It shows the list of opportunities and children.

Category: Organization

  • Employees: It shows the list of employees or users and their information.

  • Holidays: It shows the list of holidays.

Category: Project

  • Project Allocation: It shows the allocation of projects to the employees

  • Project Rates: It shows rates per employee per customer

Creating Reports

To create new reports:

  • Click CRM > Opportunities > Reports > New Report .

The reports created in Opportunity are similar to the reports created in Contact Manager. To understand the detailed description of all the report features, click here.

Viewing Reports

To view the Reports:

  • Click CRM > Opportunities > Reports.
  • You can see the list of reports. Double-click on the report you want to view.
  • You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with the icons from the Actions column.

  • The users can export all the reports to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar. The file will get downloaded in your computer. Click open to preview the report.

    opportunity export reports

  • To see the detailed description of how to edit, delete, copy or change permission, click here.

Scheduling Reports

Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users. To view, the Scheduled reports click on the scheduled reports icon above the list of reports.

To schedule reports:

  • Click on the Schedule icon in the Actions column.

  • Enter the schedule details of your report: daily, weekly, or monthly.
  • Enter the email address of the recipient to whom the report is to be sent and the report format.

  • After finishing, click Save.
  • To enter a New Schedule, click Clear Schedule .

Sharing Reports

These reports are shared with the customer portal users, Such users can view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific use based on the data they are allowed to access. To view, the Shared reports click on the shared reports icon above the list of reports.

To share a report, click on the icon on the report row in the actions column.

To see the detailed description of how to share reports, click here.

Scheduled Reports

Scheduled reports display the list of all the reports scheduled at predetermined intervals to be emailed to OfficeClip users.

To see the detailed description of how to check the scheduled reports, click here.

Shared Reports

Shared reports show the list of all the reports which can be edited.

To see the detailed description of how to check the list of shared reports, click here.