Table Format

The table format displays a Pipeline report with Name, Customer, Account Rep, Product Type, Process Type, Amount, Progress, Due, and Projected columns.

  • Table Format: Select Reports in the left pane and select Pipeline. Select .

  • Filtering
    • Select options in the Filter Types pane. Select Filter Types for Help information.

    • Select an option in the Split By list to filter the report by product type, process type, account rep, location, quarter, month, week, and day.

  • Downloading
    • Select to download the table as an Excel spreadsheet.

    • Select Save to download the report to the Downloads folder.

    • Select Save As to specify a location and name for the file.

  • Sorting: Sort the table in ascending or descending order by selecting a column heading.

  • Reloading: Select Reload to update the table with current information.
Note:
  • Select the arrow next to a category to display or hide line items.

  • Select a line item to open the process for reviewing or editing.