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Contents of the Print Opportunity Win Loss Report Screen

Use the fields and options to configure the Print Opportunity Win Loss 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.

Primary Customer

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

Field Description
Option

Select the range of 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 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 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.

Select By

Use this group box to select the type of date and date range that you would like to include in the report. Select any of the following options from the drop-down list:
  • Date Changed: This is the date on which the stage code for the opportunity was changed.
  • Date Opened: This is the date the opportunity was opened.
  • Date Closed: This is the date the opportunity was closed.
  • RFP Date 1 - RFP Date 12: These fields refer to the RFP Date field labels as set up on the Configure Opportunity Settings screen. All 12 labels that exist in Configure Opportunity Settings are included in the drop-down list and can be selected. Note, however, that the RFP date label N/A cannot be used. If you select this label, Costpoint displays an error message.
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 the options in this group box to sort the report and indicate if a page break should be included in the report.

Field Description
1st Sort

From the drop-down list, select the sort option for the report. Valid options are:

  • Probability %
  • Opportunity Name
  • Primary Customer Name
  • Our Value
  • Weighted Revenue
Page Break Select this check box if you want a page break in the report each time the win/loss group changes. If you select this check box, the data for each different win/loss group will begin printing on a separate page.