The Reports Window provides a streamlined way to access a range of detailed, opportunity  specific reports. Whether you’re looking for insights into opportunity sources, topics, statuses, or other key metrics, the Opportunities Reports Window offers everything you need to make informed decisions. Follow these steps to explore and utilise the reporting features effectively.

1. Accessing the Reports Window

• Navigate to the opportunities reports menu and click to open the Reports Window.
• A comprehensive list of all available opportunities-related reports will be displayed for your selection.

2. Exploring Available Reports

To access a specific report, simply click on its description, and the system will generate the report in real-time. Some key reports include:

• Opportunity Source Report:
  Offers an overview of the sources generating Opportunities for your company. Analyse which channels are performing best to refine your marketing efforts.
• Opportunity Status Report:
  Provides insights into the status of Opportunities over a defined period. Track whether Opportunities are actively managed by the assigned sales personnel and monitor their progress.
• Duplicate Opportunities Report:
  Identifies duplicate entries within your database, ensuring data accuracy and streamlining lead management.
• Opportunities by Topic Report:
  Breaks down inquiries by type, giving you valuable insights into the most common topics of interest to your business.

3. Viewing or Printing Reports

To view or print a report, follow these simple steps:

• Select a Report: Highlight the desired report from the list in the Reports Window.
• Generate the Report: Click View to display the report on-screen or print to produce a physical copy.
• Refine the Report (Optional): If applicable, enter criteria such as a date range, opportunity type, or customer category to filter and customise the report for your needs.
• Confirm and Run: Click OK to generate or print the refined report.

4. Handling Multiple Reports

If you need to access multiple reports:

• • Simply repeat the process for each report you wish to view or print.

Conclusion

The Opportunities Reports Window is designed to provide your team with easy access to critical data, helping you analyse performance, optimise Opportunities management, and maintain a clean, actionable database. By following these steps, you can ensure that your reporting process is both efficient and effective.