Converted Prospects Report

This Help File Page was last Modified on 09/23/2018

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Converted Prospects Report

This Help File Page was last Modified on 09/23/2018

The Converted Prospects Report provides a Grid (list) of those Prospects who have been converted - within a specified Date Range - to a Subscriber.

The Converted Prospects are presented as a list of Subscribers and are displayed as a fully functioning Grid with the usual Retrieve, Print, Export and Email Icons.

1.A Date Range entry will determine which newly converted Subscribers are available to be listed.

2.Because it is a fully activated data grid, the list's contents (columns) may be rearranged, and any of those columns removed or added; and the list may be Grouped, Filtered, and Printed, as needed.

3.The customized list of Converted Prospects may then be produced as a Print Preview, and actually Printed (or Exported/Emailed), when appropriate.

 

To view or print this Converted Prospects Report

a)From the Backstage Menu System Select Reports and Choose Prospect And Proposal and Select the Converted Prospects option, or

b)From the Quick Access Menu, Select Reports and Choose Prospect And Proposal and Select the Converted Prospects option

 

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Converted Prospects Report Form

 

Understanding the Converted Proposals data grid  

 

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Converted Prospects Report - Grid with Data

 

Menu - The top of the Converted Proposals dialog has a simple menu of options:

Start - By default, this will be one week ago.

Use the Drop-Down Calendar/Date Entry field provided to enter a different date, if needed.

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

End - By default, this will be Today

Use the Drop-Down Calendar/Date Entry field provided to enter a different date, if needed.

 

Retrieve - Once the (Start, End) Date Range has been set, Click the Retrieve Icon to populate the Grid.

 

Print - When the Converted Proposals list has been formatted as needed, the User may Click the Print Icon to create a Print Preview.

 

Export - Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.

See the data grid chapter for more information.

 

EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.

 

Go To Subscriber - Right-Click on any line item within the Grid to open the Radial Right-Click Menu to access the Go To Subscriber option which will open the associated Subscriber Form.

 

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Converted Prospects data-grid - Radial Right-Click menu

 

Grid - The data is listed in a Grid of columns of information and has its own Ribbon Menu at the bottom.

The data is listed in a Grid of columns of information and has its own Ribbon Menu at the bottom.

Columns - Select which columns of data are to be displayed:

 

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Converted Prospects Report - Field selection options

 

Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be included in the list.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.

 

Date Converted - This is the Date on which the Prospect record was converted to a Subscriber record.

Converted By - This is the Login Name of the User who converted the Prospect record to a Subscriber record.

Open Proposal - Double-Click on any Subscriber Name listed within the data grid (or use the Radial Right-Click Menu)  to open that Subscriber Form

Ribbon Menu - Located at the bottom of the Grid, it provides the normal record movement Icons.

 

Setting the Order in which the data in the grid is Listed within the Converted Prospects Grid dialog (Report):

The default sorted order of the Converted Prospects Grid List is based on the Subscriber's Name - which is ordered from lowest to highest (A - Z).

Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.

To do so:

Click another column's Header Name to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).  

To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.

An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.

o~ indicates lowest to highest (a-z or 1 - 9)

o indicates highest to lowest (z-a or 9-1).

 

Grouping the Grid Data - The data grid may be separated into Groups based on a selected column's Header Name.

To do so: Drag & Drop a Header Name to the   Drag a column here to group a column  area above the data grid's Header.

All the rows associated with the selected Header Name will be Grouped together, followed by the next Header Name and its associated rows, etc.

To cancel the Grouping, just Drag & Drop the selected Header Name back to the Header itself.

If this Converted Prospects data grid is closed when Grouping is still in effect, once reopened, the previously established Grouping will still be in effect.

 

See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about formatting and printing (and exporting) the Converted Proposals Report Form's data grid