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custom Todays Tasks for Owner report

selected user's open Opps: including adjusted value and pipeline summary
{item# REPORTOPP-419}
  • price: $59 $29 USD [on sale!]
  • usage: entire database is queried for the selected user's open Opportunities [user is the owner of the Opp]
  • includes each Opportunity's total value, as well as the adjusted value [based on the Opportunity's probability]
  • includes a pipeline summary [lists the database's Opportunity pipelines and how many/total value/adjusted value selected user has in open Opportunities
  • special feature! you can type a note at the time that you run the report, and the note will appear at the bottom of the report
  • output is sorted by Opportunity due date [ascending] then Opportunity pipeline name [ascending] then Opportunity name [ascending]
  • output is PDF only
  • Daylite minimum version required: 3.9.3 [free upgrade for licensed version 3 users]
  • Daylite beta versions are not supported
  • system requirements: must conform to Daylite's minimum system requirements
  • payment is through PayPal; please click the add to cart button below to add this report to your order
  • ask a pre-purchase question


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