Page Comparison

The Proposals tab lists the following reports:

• Proposal Report - Financial Details with Breakdown lists the status and financial details of Proposals shows proposal details at the transaction level along with a breakdown of labor, material, travel, and other charges.
• Proposal Details with - Operational Information lists the approval status and age of each Proposal, as well as the Trade and who approved the Proposal.

You can download these reports onto your local drive for sharing, viewing, and further data manipulationthe data and email reports to recipients.

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Proposal Details - Financial Details

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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 these column headers:

Section
Column width 30% Proposal Number WO Tracking Number Location Number Proposal Status Provider Name Currency Column width 30%70% Proposal Amount Proposal Labor Amount Proposal Material Amount Proposal Freight Amount Proposal Other Amount Proposal Tax Amount
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title Sorting Your Data
Image Removed Section For all reports in this dashboard: Column width 70% 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. Column width 30%

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Proposal Details

- Operational Information

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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 these column headers:

Section
Column width 30% Proposal Number Location Number Proposal Status Proposal Date Column width 30%70% 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
Tip
title Sorting Your Data
Image Removed Section For all reports in this dashboard: Column width 70% 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. Column width 30%

On 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:

You 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.

On the desired table, mouseover the table title. The download iconImage Removedappears.
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Choose the desired format (PDF, Microsoft Excel XLSX, CSV-formatted, or CSV-raw data).

Downloading All Reports Into One File

You can download all the reports listed in this dashboard.

On the top-right of the screen, click the gear icon.
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