Report Detailed Sales Leads Activity
Access
Tabs:
Selection, Sorting
Use this routine to generate a detailed report
listing sales lead activity. Once all criteria are selected, click Run to produce the report.
Selection
Use the fields on this tab to restrict the
output of the report. You can then use the fields on the Sort Options
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 in any combination. To
select All of any field, leave that field blank.
Each field has one or more of the following
facilities to help you make your selections:
Search Button
Actions Button
Drop-Down Menu
Sort Options
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.
