Determine how many Proposals 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 Proposal, then By User from the list of reports.
Select options from the three drop-down lists: module, proposal status and username. 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 a Proposal view the articles below -
- Proposals Reports - count by date range report
- Proposals Reports - count by user report
- Proposals Reports - count per client report
- Proposals Reports - export and refresh reports
- Proposals Reports - count to date report
- Proposals Reports - client summary report
- Card Reports - count to date report
- Card Reports - count by date range report
- Card Reports - count by year report
- Card Reports - count by user report
- Card Reports - count per client report
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