Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Prompts

The prompts for the Opportunity Win/Loss Report includes the selection for company, primary customer, date range, and others.

Prompt Message

Description

Company:

Select the company that you want to include in the report.

Limit Primary Customer(s):

Select the customer that you want to display in the report.

In Keywords, enter one or more characters to include in the search for which you want retrieve customer information from. To narrow the search, select one of the following in the dropdown field.
  • Starts with any of these keywords
  • Starts with the first keyword and contains all of the remaining keywords
  • Contains any of these keywords
  • Contains all of these keywords

If you search by name, use one of the Contains... options, rather than the Starts with... options.) Click the arrow to list the matching contracts in Choices.

Date Changed

Select a date range to show only the opportunities within this range in the report.

In the From field, enter a date to display opportunities on or after this date, or click the calendar icon to select a date.

In the To field, enter an end date to display opportunities on or before this date, or click the calendar icon to select a date.

Or, you can select the Earliest date or the Latest date possible for the date range.

Include Inactive Opportunities?:

Indicate if you like to include the inactive (Yes or No) opportunities in the report.