| Name |
Enter a name for the report. |
| Status |
Select the sales order status.
|
| Period |
Select the period: Previous, Current, Next, or None. Select None if specifying a closing date.
|
| Time Frame |
Select the time frame: Monthly, Quarterly, or None.
Select None if specifying a closing date.
|
| Closing Date |
Indicates the cut-off date for the opportunities to qualify for the report. Select a date on the calendar, or None.
|
| Sales Rep |
If you are a manager, you can indicate a sales representative or all representatives.
|
| # Of Opportunities |
Select number of opportunities to display. |
| Sort By |
Select Closing Date or Expected Revenue. |
| Sort Order |
Select Ascending or Descending.
|