Adding Report Parameters

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Some reports require parameters. For example, a trouble ticket report might require a date range, or some contact reports might require you to select the type(s) of contacts you want to include in your report.

Complex custom reports might require you to select different parameters. The reports included with ConcourseSuite are mostly simple reports with only a few parameters.

The parameters usually available for a report are:

A pair of dates to set the beginning and ending of opportunities you want to view
A probability to further filter the opportunities
The source of the opportunities, either yours or all those in your hierarchy
The stage of the opportunities you want to view

You can also save the basic parameters of any report that might be needed to generate a similar report in the future by selecting the option at the bottom. The next time you want to create a report of this type, you will be allowed to use the saved parameters.

Cancelling Reports

You can cancel a report you have submitted to the queue before it is run. Clicking action_icon to view the context menu, as shown in  Figure 1 and select Cancel Report.

 

cancelreport

Figure 1 Cancelling a Report

Examining Your Reports

Clicking action_icon from the Reports dashboard displays a context menu, as shown in Figure 1 (Viewing Report Queue). If your browser can automatically view the generated documents (PDF, HTML, CSV, or Excel), select View as PDF (if the report is in PDF format). If not, select Download as PDF to download the report file to your hard disk for viewing.

Note: If the report is in excel, CVS, or HTML format pagination is suppressed. All records, therefore, are displayed on one page unlike the report in the PDF format.