With the Opportunity - List report, you can print a list of all your opportunities. The report includes the description, date and sales cycle of the opportunity, as well as related contacts and campaigns.
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 the Print button. 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 opportunities you want to include in the report. If you leave this field empty, the report will include all your opportunities.
Salesperson Code field: Enter a salesperson code if you want the report only to include the opportunities handled by that particular salesperson/purchaser.
Campaign No. field: Enter a campaign number if you want the report only to include the opportunities linked to that particular campaign.
Contact No. field: Enter a contact number if you want the report only to include the opportunities linked to that particular contact.
Sales Cycle Code field: Enter a sales cycle code if you want the report only to include the opportunities created using that particular sales cycle.
Creation Date field: Enter a date if you want the report only to include opportunities created on that date.
Closed field: Enter Yes if you want the report only to include closed 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.
Entering Criteria in Filters