The Proposals tab lists the following reports:
You can download these reports onto your local drive for sharing, viewing, and further data manipulationthe data and email reports to recipients.
Proposal Details - Financial Details with BreakdownImage RemovedImage Added
This report provides proposal details at the transaction level along with a financial details of proposals, showing the breakdown of labor, material, travel, and other charges per proposal. Here, you can see data from the past 30 days (by default) or by the criteria set in the report all-inclusive filters on along the top of the report.
The following data is listed in this report, sortable by any these column headerheaders:
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| - Proposal Number
- WO Tracking Number
- Location Number
- Proposal Status
- Provider Name
- Currency
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| - Proposal Amount
- Proposal Labor Amount
- Proposal Material Amount
- Proposal Freight Amount
- Proposal Other Amount
- Proposal Tax Amount
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Proposal Details with Image RemovedImage Added
This report provides operational details for proposals at the transaction level, including the aging of proposals and approval information. Here, you can see data from the past 30 days (by default) or by the criteria set in the report all-inclusive filters on along the top of the report.
The following data is listed in this report, sortable by any these column headerheaders:
Section |
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Column |
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| - Proposal Number
- Location Number
- Proposal Status
- Proposal Date
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Column |
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| - Approved Date
- Proposal Approved By shows the User ID of the person who approved the proposal
- Trade
- Proposal Age - Open and Approved Status shows how long the proposal was open before it was approved
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prpfiltersOn the desired table, mouseover the table title. The download iconImage Removedappears.
Image RemovedClick the icon, and then select Download As...Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).
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When downloading tables to PDF, PDF (Landscape) is the recommended option. |
When prompted, save the report to your drive.Downloading All Reports Into One File
You can download all the reports listed in this dashboard.
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bgColor | #F9F9F9 |
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titleColor | #0e3367 |
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titleBGColor | #EAEAEA |
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borderStyle | none |
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title | ⦿ How to download all reports |
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- On the top-right of the screen, click the gear icon.
Image Removed - Choose the desired format:
- Export to PDF saves the current page view as a PDF file. Only the data immediately listed on the page will appear in the PDF export.
- Export to XLSX saves all data in a Microsoft Excel XLSX spreadsheet. Each table is saved on a different Excel tab.
- When prompted, save the report to your drive.
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prpfilters | Report Filters and SortingOn the top of the page are global filters to help you hone in on key information. Note that all reports on the page are affected by these global filters.
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You can filter by the following criteria:
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Column |
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Proposal Date Category Trade - Priority
- Provider
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- Proposal Status
- Location Region
Location District Location Name
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Once you have your filters set, you can save the filter view so you can easily access the data. You can save multiple filter views, as needed. After setting your filters, click *Unsaved View on the top-right of the page, and then Save current view... Image RemovedYou can also schedule the report to email to your inbox, print a PDF version of the full report, and export the full report to MS Excel. See Analytics Settings for more information. |
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sortprpdets | sortprpdets | Info |
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To sort the data in the tables:
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- Click the up arrow next to the headers to sort columns from lowest to highest / A - Z / earliest to latest. Click it again to return to the default sorting.
- Click the down arrow to sort from highest to lowest / Z - A / latest to earliest. Click it again to return to the default sorting.
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downloadprps | downloadprps | Downloading ReportsYou can either download individual reports or download all reports into one file. Your reports will download with the criteria set in the global filters.
Downloading Individual Reports
When hovering your mouse over the data table, an iconImage Removedappears next to the table name. Click the icon to choose which format to download your report.
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The section title and the table title may have the same name. The table title is smaller and directly above the table. |
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bgColor | #F9F9F9 |
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titleColor | #0e3367 |
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titleBGColor | #EAEAEA |
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borderStyle | none |
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title | ⦿ How to download an individual report |
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| All Calls Tab |
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| All Calls Tab |
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nopanel | true |
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