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How to generate a report on Sales Stage History?

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Updated on November 19, 2023 11:08PM by Admin

  • Log into your Apptivo account and navigate to the Opportunities App. Click the Settings icon from the App Header.
App Header
 
  • In the Settings page, select the Reports → Sales Stage Report from the left navigation panel.
  • The Sales Stage History page will come into view. Select Create to configure a new report.
Settings
 
  • In the Create Sales Stage History Report page, add the name and description of the report.
  • To use advanced filter options while generating reports, enable the toggle for Advanced Filters.
  • Set up who can access the report by utilizing the Privileges option. Only the employees who have the selected privilege can generate this report.
Create Sales Stage
 
  • In the Criteria section, determine the criteria based on which the report is to be generated.
  • Only those opportunities that match the mentioned condition will be displayed in the report.
  • Here, the condition is set to include an opportunity only if the type field is not empty.
Criteria
 
  • Switch to the Column tab. Select the Filter Attributes based on which the report is to be filtered.
  • Determine the attributes which are displayed in the report. By default, “From sales stage”, “To sales stage”, “Transition Period”, “From sales stage Date”, “To sales stage date” attributes are Included.
      • “From sales stage” - This attribute indicates the Initial stage of a sales opportunity.
      • “To sales stage” - This attribute indicates the next stage to which the opportunity is moved.
      • “Transition period” - This attribute refers to the duration it takes to move from one sales stage to another.
      • “From sales stage Date” - This attribute indicates the specified date on which opportunity is created or moved with “from sales stage”.
      • “To sales stage Date” - This attribute refers to the specific date where the transition from one sales stage to another takes place.
  • In addition, select the attributes that are to be added in the Report from the Available Attributes section and move it to the Selected Attributes.
Columns
 
  • The selected attributes will be listed in the Consolidated Selected Attributes section. Select the Create button.
Consolidated Attributes
 
  • A new report is created. Select the Reports tab from the App Header.
Report Created
 
  • You will be redirected to the Reports page. Select the created report from the Sales Stage History section of the left panel.
Reports Page
 
  • The Report will come into view. Add the value in the filter attribute based on which the report is to be generated.
  • As the Advanced Filter toggle is enabled, the advanced filters are available in the dropdown.
  • Select the View Report.
View Report
 
  • The report is generated. To download the report, select the Export button. The report will be downloaded for offline purposes.
Exported Report
 
 
 

Note:

  • The recently introduced fields, "From Sales Stage Date" and "To Sales Stage Date," will exclusively support newly generated reports.
  • For older reports requiring these features, a solution is to create a new report mirroring the desired configuration.
  • Default attributes within a report cannot be removed.