You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportunities and customers. This first report will be opportunities. The second report will be opportunity history/histories.
- Left click the global menu.
- Hover over “Reporting.”
- Hover over “CRM Reports.”
- Left click “Opportunity Report.”
5. Left click “All Manufacturer/All Principals” (or select a specific manufacturer).
6. Left click drop down for “Filter By” (
7. Left click arrow for “Add” (repeat steps 3 & 4 until all desired fields have been
added).
**If you want to see line items, please check the box for “One Row Per Line Item.” You will get an additional list of fields.
The list of fields for your reports can be modified easily. You can add/delete and reorder the way in which they appear in the report. Let’s remove “Distributor”, add “Manufacturer” and move “Manufacturer to the first spot in the report..
8. Left click on “Distributor.”
9. Left click “Delete” button and “Yes” to confirm deletion.
10. Left click “Add” button in top right corner.
11. Left click “Manufacturer.”
12. Left click “Manufacturer.”
13. Left click “move up” arrow until it is in the desired location.
14. Select start and end dates for report.
15. Left click “Generate Report.”
To export opportunity history see below
16. Left click arrow on the downloaded file (bottom left corner of screen).
17. Left click “Open.”
18. When the report opens in Excel, left click “Enable Editing.”
How to Auto Fit all Column Widths at One Time
In a few simple steps you can make all the columns as wide as they need to be to accommodate the widest data in each of the columns. This will eliminate adjusting each column width separately.
1. Left click “Select All” button (or use CTRL + A).
2. Hover cursor between any two columns (look for cursor to change to plus sign with arrows )
3. DOUBLE left click.
How to Sort & Filter the Report
You can turn on “Filters” to sort and/or filter the results of your report.
1. Left click the row number for row 4 (to highlight the row with the column headers).
2. Left click the “Data” tab.
3. Left click the “Filter” button.
How to use Sort & Filter
Now you can use the drop down in any of the columns to sort alphabetically or numerically. If you want to sort, use one of the top two options in the drop down menu. If you want to “filter” out some of the results, remove check marks from items in the bottom section.
Show to Sort alphabetically to group by manufacturer
1. Left click drop down arrow in “Manufacturer” column.
2. Left click “Sort A to Z.”
How to Filter to only show one manufacturer
1. Left click drop down arrow in “Manufacturer” column.
2. Remove check mark from “(Select All).”
3. Place check mark next to desired manufacturer(s).
4. Left click “OK.
How to Export Opportunity History
You can export detailed information about opportunities. This will help you to know what has been going on with different opportunities and customers. From here you have two choices Standard and Extended. Standard will pull all the details from the basic fields of the opportunities. Extended reports are what you’ll need if you created custom fields in the opportunity so they can be included in the report.
1. Left click the global menu.
2. Hover over “Reporting.”
3. Hover over “CRM Reports.”
4. Left click “Opportunity History.”
5. Left click desired sales person/people.
6. Enter “From” and “To” dates.
7. Left click drop-down to select desired field.
8. Left click “Run Report” (or “Export” if you want to see it in Excel).
