Discover how many eProposals 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 eProposal, 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.

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