How do I generate opportunities listing for a period?

Updated on November 29, 2017 10:42PM by Admin

Opportunities app has many default standard reports. You can view the opportunities created for a specified period using the report option called "Opportunities Listing". This option will give a list of all opportunities within a certain period. Using this list you can create a business plan for the future course of action.

Steps to Generate Opportunities Listing Report

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on "Reports" icon located at the app header bar.
  3. Click on “Opportunities Listing” in "Reports” from left navigation panel.
  4. Provide the following information:
    • Close Date after – Close Date after.
    • Close Date Before – Close Date Before.
      Opportunity Listing Reports
  5. Click on “View Report” button to view the result in the dashboard.
  6. Click on “Export" and select ".xls” button to export the result in a spread sheet.
    Opportunity Listing Export

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