Scheduling Reports and My Reports

Reporting is key to helping manage your proposal activity. Here's how to schedule reports to run while you are away or to share them with your team:

• Click the REPORTING icon at the top of your screen.

• Choose GENERATE REPORTS.

• Select the PROPOSAL ACTIVITY REPORT.

• Set your parameters (i.e. timeframe, persons, business line):

  • Click the green Run button to run the report now.

  • Turn the Schedule button to ON to select a specific date for the report to run in the future.

  • Turn the Schedule button to ON to set a recurring timeframe for the report to run.

• Choose who can view the report - you or your team by selecting the ACCESS.

• Pick up your reports in the 'My Reports' folder under the folder icon at the top of the screen

  • Use the filters to select which reports you'd like to see.

  Related Articles: Proposal Activity Report