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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Reports

1. Default View

  1. Selecting Reports from the menu will display the default view: Active Opportunities in your Pipeline. You can select any row to enter the Edit Opportunity mode. A maximum of 100 rows are displayed per page.

Reports_default.png

2. View Selection

  1. Selecting the View Selection drop-down will enable you to change the Report view. You can select individual or group selections. If selecting a row that is Dormant then from within Edit Opportunity you can return this to a column in the Pipeline view.

Report_ViewSelection.png

3. Sort

  1. By default the Report is sorted in Ascending order however the report can be sorted by various criteria:

Report_Sort.png

4. Menu Bar

  1. Along with View Selection and Sort drop-down the menu bar also displays the total Opportunities and Revenue value for the Report. A Search box is provided which allows you to find by Client or Project name. You are also able to page through large Reports using the pagination controls or go directly to a specific page number. A maximum of 100 rows are displayed per page.

Report_Menu.png
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