REPORTS | Contract Training Reports

Proposal Activity

DEFINITION - The Proposal Activity report displays all active proposals that are not contracts yet. This report will give the status of each proposal to help you organize the steps to follow in the proposal/contract process.

REPORT FILTER INFORMATION:

• Proposal Start Date  on or After and Proposal Start Date on or Before - are the date or date range, in which the transaction occurred.

OR

• Included Proposal Start Date -  If you have placed a date in the above field, then this field request is not necessary.  By clicking the down-arrow you can choose from the following:

• 1. 1. • Yesterday

        • This Week

        • Last Week

        • This Month

        • Last Month

Click Run Report and a similar screen will appear.