See how many eProposals have been sent to a particular client. 

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 Per Client

Select eProposal, then Per Client from the list of reports.

Select options from the two drop-down lists: module and proposal status. Choose to sort by either Company or Last Name. Select Submit. 

Sample Report

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

• eProposal Reports - export and refresh reports
• eProposal Reports - count to date report
• eProposal Reports - client summary report
• eProposal Reports - count by date range report
• eProposal Reports - count by user report
• eProposal Reports - count by year 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
• eCard Reports - count to date report