Reports > Standard Reports The Reports tab enables you to generate concise summaries of activities related to your Opportunities account information. 1. Click on the "Reports" tab. 2. Select the type of report you want from the links under "Detail" or "Advanced." Advanced Opportunity Reports Detail Reports Opportunity Reports: Deal Pipeline: The Deal Pipeline report is a quick report that lists all deals, the users and prospects associated with each one, the client size of each client and prospect, and each deal's statistics (dollars, due date, rating, stage). Click on the "Advanced" link, and then on "Deal Pipeline" in the "Opportunities" section. The report will be generated. Estimate Analysis: This report is a customizable version of the Analysis report found in the "Estimates" tab. For example, you can run the analysis report for all estimates at once, or for all estimates belonging to a particular deal or client, instead of just one. You can select which columns to display, and in what order. Revenue Forecast: The Revenue Forecast report allows you to see future revenue estimates based on the current probability of closing existing deals, and their predicted closing dates. You can view the results of the revenue forecast as weighted values based on the probability of closing each deal, or as total values of each deal. Click on Reports tab and then on the "Advanced" link. Under "Opportunities" click on the Revenue Forecast report. Fill in the dialog box. The options are: Time Period - Date Range, Subtotal by period: Select the time period for which you want the data to be calculated, and the date range over which to calculate it. For example, if you choose "Weekly" as the time period, and "Jun-2001" as the date range, your report will group your results by week over the month of June. Layout - Report layout: Select the fields you want to include in the report. The option to "Show weighted values across all time periods" will display the weighted revenue for each data point rather than the total amount the deal is worth. Layout - Color Coding: You can create a color-coded scheme for the report. You can specify ranges of values that will be displayed in certain colors in your report. To set up color coding for your report, click on the "Create >" or "Edit >" button next to "Color Coding." In the popup dialog box, enter the range of values you want coded and select a color for the range. There are seven colors available. Different ranges can have the same color, if desired. You can use decimal places for the ranges (for example, 10-19.99, 20-29.99, etc.). Overlapping ranges are not allowed. Click "OK" when you are done selecting the colors. Filters: You can create filters to limit the items that are included in the report. If, for example, you only want the report to include data from two of your users, click on the "Create >" (or "Edit >") button for the User filter. In the popup dialog box that appears, remove from the Selected items list all the users you do not want to include in the report. To make these selections, either pick from the available items, or search for specific items through the "Find" link at the top of the box. Click "OK" on the popup dialog box. Other: If you enable the check box to "Save this report as..." and enter a name for the report, the next time you want to run the same report, you can go to the "Saved reports" tab, and click on the "run" icon for that report. You can also edit and delete saved reports. Once you have made your selections for the report, click on the "Run the report" button. Detail Reports: You can restrict the number of records that appear in a report by creating filters on different criteria. - Deals can be filtered by prospect, user, and territory. - Prospects and clients can be filtered by territory, business type, client size, and client source. - To dos can be filtered by date range (select from date ranges in the list, or enter specific dates), prospect, deal, contact, and user. - Events can be filtered by date range (select from date ranges in the list, or enter specific dates), user, prospect, deal, and contact. 3. Specify the report criteria you require in the "[...] report options" dialog for detail reports by clicking on the "Edit" and "Create [filter]" buttons. To change the appearance of Opportunities detail report layouts, click on the "Report layout" edit button. You can select the items you want to include in the report, and change the order in which they appear. *Note: You can set up your reports so that any inactive records will not be included in them. Go to the "Report > Options" sub-tab and enable the "Exclude inactive records" check box. This is a global option - it will affect all of the reports in the application. 4. Click on the "Run the report" button. 5. Your report will appear as a spreadsheet. *Note: When you run a report, you have the option to save it so you can run the same report over again. When you are setting up a report, check the "Save this report as..." check box, and enter a name for the report. The next time you want to run the report, go to the "Saved reports" tab, and click on the "run" icon for that report. You can also edit and delete saved reports. For more information on saved reports, see Reports > Saved Reports.