Pipeline Reports

Users can review the total dollar amounts for active processes during specified time periods in the Pipeline report. Various filters can be applied to customize reports. For example, applying the Account Rep and Display filters show the total dollar amounts for a specific Account Rep during a specific time period.

  • Reports display in graph and table formats.

  • Use filters to create a customized report.

  • Save customized reports for future use.

  • Select Reports and Pipeline in the left pane to access the Pipeline report.