Discover how many Proposals your team has generated for a particular year.

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 Year

Select Proposal, then By Year from the list of reports.

Select options from the four drop-down lists: module, proposal status, user status and year. Select Submit. 

Sample Report

Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.

• Proposals Reports - count by user report
• Proposals Reports - count by date range 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 by date range 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