Report Criteria Panel

The following fields are available in the Report Criteria panel.

Date: Select the date range for which to request the report. Click the (Down Arrow) icon to display a list of valid entries. When a date range is selected, the corresponding dates are automatically entered in the From Date field and the To Date field. Alternatively, select Custom Date Range to manually enter a date range in the From Date field and the To Date field.

From Date: Select the beginning date in a range of dates for which to view results. When this field is accessed, a calendar displays, where a date can be selected. If a date range is selected in the Date field, the corresponding date is automatically entered in this field.

Note - Changing the entry in the From Date field automatically changes the entry in the Date field to Custom Date Range.

To Date: Select the ending date in a range of dates for which to view results. When this field is accessed, a calendar displays, where a date can be selected. If a date range is selected in the Date field, the corresponding date is automatically entered in this field.

Note - Changing the entry in the To Date field automatically changes the entry in the Date field to Custom Date Range.

Type: Select the type of date to use when requesting the report, such as the date the lead was sent to the Customer application or the date the deal was completed. Click the (Down Arrow) icon to display a list of valid entries.

Note - Some tabs of the report are only available when Deal Date is selected in this field.

Displayed Results: Select whether to display gross profit or revenue on the report. Click the (Down Arrow) icon to display a list of valid entries.

Note - Show Gross Profit can only be selected in this field if the user has been granted access on the User Management screen.