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
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