Proposal/Invoice Dashboard

Owned by Chellie Esters
Last updated: Dec 16, 2024 by Caroline Antoun

Under the Proposal and Invoice dashboard of the User Permissions Report you will find the following reports:

You can download the data and email reports to recipients.

Proposals/Report Permissions Table

The Proposal/Report Permissions report displays each user's access level to Proposals and proposal processing.

The following data is listed in the report, sortable by these column headers:

  • UserID
  • Proposals Full Control indicates whether the user has full access to the Proposals module
  • Proposals Read indicates whether the user has Read-Only access to the Proposals module
  • Proposals Create indicates whether the user can create invoices in the Proposals module
  • Proposals Process indicates whether the user can process proposals in the Proposals module
  • Reports Read indicates whether the user has Read-Only access to the Reports module
  • Reports Read Edit indicates whether the user has edit rights to the Reports module

A null (∅) value indicates the user does not have access.

Invoice Permissions Table

The Invoice Permissions report shows each user's access level to Invoices and invoice processing.

The following data is listed in the report, sortable by these column headers:

  • UserID
  • Invoices Full Control indicates whether the user has full access to the Invoices module
  • Invoices Read All indicates whether the user has Read-Only access to the Invoices module
  • Invoices Create indicates whether the user can create invoices in the Invoices module
  • Invoices Process indicates whether the user can take action on invoices in the Invoices module
  • Invoices Read Appr Paid indicates whether the user can read and approve invoices, and mark invoices as 'paid' in the Invoices module

  • Dashboard User indicates whether the user can take action on invoices in the Service Request Dashboard

A null (∅) value indicates the user does not have access.

Invoice/Proposal ApprovalTable


The Invoice/Proposal Approval report displays the proposal and invoice limits for each user.

The following data is listed in the report, sortable by these column headers:


  • UserID
  • Proposal Limit
  • Proposal Limit Currency
  • Proposal Approval Limit Updated By shows the UserID that last updated the Proposal Limit for the listed user
  • Invoice Limit

  • Invoice Limit Currency shows the original currency of the invoice limit

  • Invoice Approval Limit Updated By shows the UserID that last updated the Invoice Limit for the listed user

Invoice and Proposal Limit Maintenance

A null (∅) value under Invoice Approval Limit Updated By and Proposal Approval Limit Updated By indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under Invoice Approval Limit Update Date and Proposal Approval Limit Update Date (see Service Request Permissions) to check when either was last updated. You may need to make adjustments if the limits have not been adjusted in a number of years.




Commonly Used Features

Below is a quick reference guide regarding tracking numbers in Analytics, filtering, sorting, downloading data, and sending reports.

Tracking Numbers in Analytics

Throughout Analytics you can drill down into visualizations to see the underlying data. In most cases, the tracking numbers related to that data are listed. You can click the tracking number to navigate straight to the work order details in Service Automation.

Filtering Dashboards

On top of the report are all-inclusive filters to help you hone in on key data. All reports on the page are affected by the criteria set in these all-inclusive filters.

The filter criteria for each dashboard may differ. Filters reset to the default when the page is refreshed.

 Click here to expand instructions on how to filter.
⦿ How to use Filters

  1. Click filter field to show the criteria.

  2. Select the desired criteria to include or exclude:

    1. To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the picklist. Select the desired criteria (or multiple criteria) from the picklist.

    2. To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.

      Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data

    3. To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.

    4. To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.

  3. Once all criteria are selected, click Refresh icon in the top-right corner. The Dashboard report updates with the selected criteria.

More details are available on Filtering an Analytics Dashboard

Dynamic Table Sorting

Analytics tables are dynamic, as you can: 

  • click column and row headers to sort data (the arrow indicate which data is sorted),
  • hover over a header to show the gear icon where you can interact with the data more dynamically, and
  • drag and drop a header to rearrange the table.


Downloading and Sending Reports

In the upper-right corner of any page, click the Vertical Ellipses to download reports, schedule delivery of reports at regular intervals, add to a board, or get a link.

You can download data from a table and visualization or download a dashboard tabto PDF or CSV.

 Click here to expand instructions on how to download reports.
⦿ How to Download Data from a Single Visualization or Table
  1. On the desired table or visualization, hover over the upper-right to expose the 3 dots menu, and then click Download Data. The Download modal appears.

  2. Select the desired File Format and choose a File Name: A default name is listed but you can change it.

  3. Click Download.
⦿ How to Download a Dashboard to PDF

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as PDF. The Download modal appears.

  2. A default Filename appears, but you can change it.

  3. Under Advanced options:

    1. Single-column format lays out all tables and visualizations on a page into one column in the PDF, as opposed to how it is laid out in the dashboard.

    2. Expand tables shows all rows in a table, instead of just the rows that appear on the dashboard.

    3. Paper size adjusts the PDF to your desired size.

  4. Click Open in Browser to view the PDF in your chosen browser, or click Download to save a version of the report onto your device.

⦿ How to Download a Dashboard to CSV Zip File

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as CSVs... A new browser tab opens.

  2. After the files render, you are prompted to save the CSV Zip file onto your device.

More details are available on Downloading and Sending Dashboards and Reports

You can also Send a one-time report via email or Schedule a recurring email send.

 Click here to expand instructions on how to send reports.
⦿ How to Send a Report Manually

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Send. The Send (Dashboard Name) modal opens.

  2. A Title is given by default, but you can change it.

  3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

    1. (Optional) Click Include a custom message to add a personal note.

  4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

  5. (Optional): Click Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

  6. Click Send. The email is sent to your recipients.

⦿ How to Schedule Reports

  1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Schedule. The Schedule (Dashboard Name) modal opens.

  2. A Title is given by default, but you can change it.

  3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

    1. (Optional) Click Include a custom message to add a personal note.

  4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

  5. Under Deliver this schedule, choose Daily, Weekly, Monthly, Hourly, or By minute (in 5-minute increments, up to 30 minutes)

  6. (Optional): Use Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

  7. Click Send. The email is sent to your recipients.

More details are available on Downloading and Sending Dashboards and Reports

In this Article

Related Articles