Service Desk Help

Opportunities Report

The Opportunities Report displays sales agents' opportunity activity including opportunities entered and closure rates. You can filter on customer and sales representative.

  1. Click on Reporting - Opportunities Report to display the report page (the report is automatically run on the default filters).
  2. You can export the report to either CSV or XLSX by selecting from the Export Report dropdown:

    At the top of the report, the date and time that the report was run is displayed, along with the date and time the cache will expire (15 mins from the time the report was run):

  3. Choose your reporting criteria from the following filters:
    • Date range - Start and end date of reporting period
    • Customers - Filter by the customer(s) this opportunity was raised for. Choose All customers (default) or choose one specific one.
    • Sales Representatives - Filter by All sales representatives or select one from the list.
  4. Click on Update to run the report and display matching results.
  5. You can export the report to either CSV, XLSX or PDF by selecting from the Export Report dropdown:

    You can also schedule this report to run on a specific day - See Scheduling a Dashboard Report.

Once the report has been generated, the data is cached for 15 minutes to save time building the report. This means that if you run the report again within 15 minutes, the cached data is used - after 15 minutes the report is built using new data.