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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

Open Opportunities Schedule - DL433

SKU: REPORTOPP-433
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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