Report Detailed Sales Leads Activity
Access
Tabs: Selection, Sorting
Use this routine to generate a detailed report listing sales lead activity.
Selection
The fields on the Selection tab allow you to restrict the output of the report. That is, if you leave every field blank and click on Run, the report generates all available sales leads. You can then use the fields on the Sorting tab to arrange the order in which the data appears on the report.
Each field allows you to restrict report output to one, several, or all of the specific criteria. For example, you can choose data for only one salesperson, several salespersons, or all salespersons. You have this flexibility at each field.
Each field has one or more of the following facilities to help you make your selections:
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Search Button
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Actions Button
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Drop-Down Menu
Sorting
After using the fields on the Selection tab to specify the data you want to appear on your report, use the fields on the Sorting tab to arrange the order in which the data displays on the report.
Date Range Choice
Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.
Start DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
End DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Primary SortEnter the item by which the report data will be sorted first. Select the primary sort criteria from the drop-down list at this field.
Secondary Sort, Tertiary Sort, Quaternary SortThese fields indicate the items by which the report data will be sorted second/third/fourth. Select the secondary/tertiary/quaternary sort criteria from the drop-down list at this field. If no secondary/tertiary/quaternary sort is desired, leave the field blank or choose None Selected.
Primary Sort Order, Secondary Sort Order, Tertiary Sort Order, Quaternary Sort OrderThe sort order may be in ascending or descending order for the primary, secondary, tertiary, and quaternary sorts. Select Ascending to indicate an ascending sort order. Select Descending to indicate a descending sort order.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer ( PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.
