SalesAndCatering.com - STS Cloud and ProposalPath Help Center
In this article
AGGREGATE REPORTING (requires Manager Access)INDIVIDUAL PROPOSAL REPORTINGFor accurate reporting, remember to move your proposals from a DRAFT status to COMPLETED status once you've sent the proposal to your customer.
Home
ProposalPath
Reporting

Proposal Activity Report

Edited

Reporting is key to helping manage your proposals. ProposalPath provides reporting at both the aggregate and individual proposal level. Watch here or see below for directions on how to access your reports.

AGGREGATE REPORTING (requires Manager Access)

  1. Click on the REPORTING quick link located at the top of the screen.

  2. Adjust the parameters of the data you'd like to view.

  3. Click the green RUN REPORT button.

INDIVIDUAL PROPOSAL REPORTING

For individual users, your main screen is also your reporting screen. Click DOCUMENTS (in the top navigation bar), then use the filters on the left side to view proposals.

For accurate reporting, remember to move your proposals from a DRAFT status to COMPLETED status once you've sent the proposal to your customer.

  1. Click on the actions icon next to each proposal and then select EDIT.

  2. Once you're back in the proposal, you can click the 'I'VE SENT THIS DOCUMENT, MOVE TO ACTIVE STATUS AND COMPLETE THE PROCESS.'