The Proposals tab lists the following reports:
You can download the data and email reports to recipients.
Proposal Details - Financial Details
This report provides 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 all-inclusive filters along the top of the report.
The following data is listed in this report, sortable by these column headers:
| Section |
|---|
| Column |
|---|
| - Proposal Number
- WO Tracking Number
- Location Number
- Proposal Status
- Provider Name
- Currency
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| Column |
|---|
| - Proposal Amount
- Proposal Labor Amount
- Proposal Material Amount
- Proposal Freight Amount
- Proposal Other Amount
- Proposal Tax Amount
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Proposal Details - Operational Information
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 all-inclusive filters along the top of the report.
The following data is listed in this report, sortable by these column headers:
| Section |
|---|
| Column |
|---|
| - Proposal Number
- Location Number
- Proposal Status
- Proposal Date
|
| Column |
|---|
| - 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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