Contents of the Print Opportunity Days Open Report Screen

Use the fields and options to configure the Print Opportunity Days Open Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to limit the number of opportunities to be printed.

Opportunity Name/Primary Customer

Use this group box to select the opportunity names or primary customers that you would like to include in the report.

Field Description
Select By

From the drop-down list, select either Opportunity Name or Primary Customer.

Option

Select the range of opportunity names or primary customers to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning opportunity name or primary customer of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending opportunity name or primary customer of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Stage

Use this group box to select the opportunity stages that you would like to include in the report.

Field Description
Option

Select the range of opportunity stages to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning opportunity stage of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending opportunity stage of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Type

Use this group box to select the opportunity types that you would like to include in the report.

Field Description
Option

Select the range of opportunity types to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning opportunity type of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending opportunity type of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Date Opened

Use this group box to select the dates, on which opportunities are opened, that you would like to include in the report.

Field Description
Option

Select the range of dates to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning date of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending date of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Options

Use the option in this group box to indicate whether or not inactive opportunities should be included.

Field Description
Include Inactive Opportunities Select this check box to include inactive opportunities in the report.

Sort By

Use this group box to select the primary and secondary sort options for the report and indicate if a page break should be included in the report.

Note: Make sure that the option you select in 1st Sort is different from that in 2nd Sort to avoid an error.
Field Description
1st Sort

From the drop-down list, select the first level of sorting. Valid options are:

  • Stage
  • Weighted Revenue
  • Date Opened
  • Days Open
2nd Sort

From the drop-down list, select the second sorting level. Valid options are:

  • Stage
  • Weighted Revenue
  • Date Opened
  • Days Open
Page Break Select this check box if you want a page break in the report each time the selected 1st Sort parameter changes. For example, if you select Stage in 1st Sort, select the Page Break check box if you want the data for each different opportunity stage to begin printing on a separate page.