REPORT INPUT:

see last screenshot for report input selections, which control report output

PRODUCT DESCRIPTION:

• the report queries entire database for open Opportunities whose Forecasted Date is in the date range entered at report run time; option at report runtime to select an Opportunity Owner to limit the open Opportunities to those owned by the selected Owner

• Opportunities are sorted by Forecasted Date ascending [lowest to highest]

• for each Opportunity we show a summary at the top: Opportunity Name, Category, Keywords, Assigned To, Forecasted Date, Amount, Pipeline Stage, Pipeline % Complete

• under each Opportunity's summary we show the Opportunity's Appointments* and Tasks, with totals of time spent on Appointments and completed Tasks, and estimated time for pending Tasks; option at report runtime to hide the past Appointments and completed Tasks so that you're just looking at future activities for each Opportunity

• *important note regarding repeat Appointments: the Daylite report engine doesn't support repeat Appointments so repeats will not appear

• bonus section: list of linked People and Companies

• bonus section: list of Estimate Line Items

• bonus report version!: we also include a version of this report where each Opportunity begins on a new page

MORE INFORMATION:

• the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit

• the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit your date range at run time and/or uncheck various report elements at run time to limit the amount of data

• output is PDF only

• not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company

• not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies

• payment is through PayPal; please click the add to cart button to add this report to your order

• completing the purchase indicates agreement with terms of purchase and delivery