Proposal Expiration

This Help File Page was last Modified on 03/30/2017

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Proposal Expiration

This Help File Page was last Modified on 03/30/2017

The Proposal Expiration report will list any Proposal (for a Prospect and/or a Subscriber) and any associated Recurring Revenue for the Proposals that will expire within the Date Range specified in the dialog illustrated below.

To view or print this Proposal Expiration Report,

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

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

 

HelpFilesProposalExpirationReportDialog

Proposal Expiration - Options tab

 

Proposal Expiration report tabs - There are three tabs on the Proposal Expiration dialog.

Options - Initially only the Options tab is shown (until you Choose your Options and Select Print).

Target - Select which type of record's expiration dates should be reported.

All - The default, selects all Proposals for examination as to the Date the Proposal will Expire based on the date range entered below.

Subscriber - Selects Proposals for Subscribers whose Date the Proposal will Expire based on the date range entered below.

Prospect - Selects Proposals for Prospects whose Date the Proposal will Expire based on the date range entered below.

 

Salesperson - Select whose (which Salesperson's) Prospects and/or Subscribers should be reported.

All - The default, selects All Salespersons' Proposals due to expire.

One - Select One Salesperson's Proposals due to expire.

oSearch - If One Salesperson is selected, Click the Search Icon to select the appropriate Salesperson

 

Start - Use the Drop-Down Calendar/Date Entry field to Choose the first date of the Date Range of Expiration Dates for the selected Target records.

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 - Use the Drop-Down Calendar/Date Entry field to Choose the last date of the Date Range of Expiration Dates for the selected Target records.

 

Show only proposal not invoiced? - To exclude expiring Proposal that have already been Invoiced, Check this box.

Show only active proposals? - To list only those Proposals Marked as Active, Check this box.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Proposal Expiration report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesProposalExpirationReportSample

Proposal Expiration - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Proposal Expiration Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesProposalExpirationReportDataView

Proposal Expiration - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.