Opportunity
- Details report, you can print information about your sales
stages, to-dos and planned to-dos for an opportunity.With the Opportunity
- Details report, you can print information about your sales
stages, to-dos and planned to-dos for an opportunity.
If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.
To print the report, click Print. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).
To filter the information in the report, in the Filter field, fill in the relevant information as follows:
No. field: Enter the numbers of the opportunity(ies) you want to include in the report. If you leave this field empty, the report will include all your opportunities.
Click the up-arrow in the lower left-hand corner of the window to see the table with the result of the filters you have set for the report.
To sort your records in descending or ascending order (for example, numerically or alphabetically) using one of the fields in your report, click Sort. In the Sort window, under Key, select the relevant field and under Order, select Ascending or Descending and then click OK.