Skip to main content

​
Available Reports

Reports on business opportunity activity and related metrics.
Reports on pipeline activity, stages, and related metrics.

​
Create a Report

1

Navigate to Reports

BD R Nav
2

Select a report type

BD R Type
3

Select Add

BD R Add
4

Fill in the required information

BD R Add C
Select Save to complete or Cancel to exit without saving changes. 

​
Modify a Report

1

Select a report type

BD R Type
2

Select an action

BD R Mod
3

Confirm the action

Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes. Delete: Select Delete to complete or Cancel to exit without saving changes. 

​
Export a Report

1

Select a report type

HR Rep Type
2

Select a report

HR Rep Select
3

Share a report

HR Rep Exp
  • Print: Open system print options
  • Export Data: Download the report in an .xlsx file