Determine how many eProposals a specific user has generated during a specific date range.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Reports
Select Reports.
Select By User
Select eProposal, then By User from the list of reports.
Select options from the three drop-down lists: module, proposal status and user name. Enter start and end dates your desired date range. Select Submit.
Sample Report
Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.
To continue learning how to create an eProposal view the articles below -
- eProposal Reports - count by date range report
- eProposal Reports - count by user report
- eProposal Reports - count per client report
- eProposal Reports - export and refresh reports
- eProposal Reports - count to date report
- eProposal Reports - client summary report
- eCard Reports - count to date report
- eCard Reports - count by date range report
- eCard Reports - count by year report
- eCard Reports - count by user report
- eCard Reports - count per client report
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