Reports Tab
Contents
The easy to use Reports tab allows you to obtain important information about the status and numbers of prospects, salesperson assignments and prospect guides for price quotes in entrée.NET. You have complete control to customize and save the style of reports you prefer. You can access your reports via the main reports page link list or use the Select a report drop down menu. This drop down menu is available to you in all of your report generating and configuration pages.
The reports currently provided are:
•Prospect Listing
•Prospect Guide
•Customer Account Listing
You select which columns you would like to see and in what order, choose filters, and select how the reports sort, subtotal and group.
When you select the Reports tab you will be presented with a list of the available reports and a short description. You can access your reports via the main reports page link list or use the Select a report drop down menu. This drop down menu is available to you in all of your report generating and configuration pages.
Customizing Your Reports
The information displayed in your reports can be customized to suit your business requirements. You can create and save custom report configurations geared to your reporting style to make running periodic reports your way an easy and convenient process.
About Custom Report Generation
•Select a report using the drop down list and a saved custom report style from the Configuration drop down list.
•For the Prospect Guide report in the General section use the Prospect drop down list to select the desired prospect.
•Select your Prospect from the drop down list to run the Prospect Guide report. |
|
•Each report has an Available Columns list and Active Columns list. Move columns to the Active Columns list to be used in the final report. Use the tool, filters and sort options described below to further customize your report.
The Prospect List report Available Columns list and Active Columns list is shown below.
Customer Account Listing Report Options
•Tools for column selection and customization
|
Up and Down arrows to move a field and reorder the Active Columns list. Click the field in the list and click the up or down arrow until the location is set.
Plus and Minus buttons to add or delete fields from the Active Columns list. Click on a field then click the plus or minus button to update your list. You can also drag and drop report columns using your mouse. |
Prospect Guide report Available Columns list and Active Columns list.
•Filters:
Reports can be filtered by Prospect # or by the Salesperson assigned to the prospect. The Prospect Selection and Salesperson Selection dialog boxes will display the current options when you click the search icon. 
Examples are shown below.
Prospect List report Filters.
• Sort, Subtotal and Grouping Options:
▪Primary Sort and/or Secondary Sort fields ▪Direction - Sort in ascending or descending order. ▪Group - Check the box to group by the Primary Sort field. |
Prospect Guide report’s Sort, Subtotal and Grouping Options.
|
How to Save a Custom Report Configuration
1.Create your customized report configuration using the column manipulation information detailed above.
2.Then type a name in the box next to Save Configuration at the bottom of the screen.
3.Click the Save Configuration button.
4.The configuration name will now appear in the Configuration drop down list for that report in your Reports page.
Format Options You can specify how your report should be generated using the “Format” drop down list in the bottom right section of the Reports screen.
•When report format Browser Window is selected a new browser window will open to display the report. If you would like to print the browser report, right click in the report page and select print from the browser menu. |
|
•When report format PDF (portrait or landscape) is selected a new tab will open in your browser to display the PDF report. Use the icons in the Adobe Reader tool bar of the window to save a copy on your computer, print or email the report.
•When report format Excel (97 or 2007) is selected a new tab will open in your browser.
▪If you do not have the Excel software loaded on your computer you will need the Excel Reader. Click the link provided on the page to download the Excel Reader before proceeding.
▪The Excel report link will appear in the lower right corner of your browser window.
▪Click the link and the report will open in the Excel Reader.
▪Use the Excel menu to print the report and save a copy on your computer.
•Once the report configuration and format is set, click Run Report.