Timeline Summary Report

The Timeline Summary Report summarizes all timeline items for each sales opportunity in your database. This can be useful in identifying opportunities where the sales person may have lapsed.

1. Click Reports in the Navigation Panel
2. Select Timeline Summary Report.

   

3. Select your search filtering criteria. For example, you may wish to view those timeline items that are in Active sales status.
4. (Optional) Enter a Search/Filter query.
5. Select Display Options:
   • The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
   • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales person.
   • Display Mode: Select Detail or Summary.
6. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options