Difference between revisions of "Request for Proposal Reporting"
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(Created page with "==View RFP Annual Summary Report== #Click '''Reports''' in the left-hand menu. #Type '''proposal''' in the '''Search by Keyword''' box. #Click '''Search'''. #The '''Request fo...") |
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| Line 12: | Line 12: | ||
==View RFP Detail Activity Report== | ==View RFP Detail Activity Report== | ||
| − | #Click Reports in the left-hand menu. | + | #Click '''Reports''' in the left-hand menu. |
| − | #Type proposal in the Search by Keyword box. | + | #Type proposal in the '''Search by Keyword''' box. |
| − | #Click Search. | + | #Click '''Search'''. |
| − | #The Request for Proposal Detailed Activity Report will appear in the Reports window. | + | #The '''Request for Proposal Detailed Activity Report''' will appear in the Reports window. |
#Click the green arrow. | #Click the green arrow. | ||
#Select the desired filter options. | #Select the desired filter options. | ||
| − | #Click View Report. | + | #Click '''View Report'''. |
#View the report on-screen or select one of the Save as selections to output the report into PDF, Excel, Word, Excel Palin/CSV or MHTML. | #View the report on-screen or select one of the Save as selections to output the report into PDF, Excel, Word, Excel Palin/CSV or MHTML. | ||
#:[[File:rfp9a.jpg]] | #:[[File:rfp9a.jpg]] | ||
#:Sample RFP Detailed report | #:Sample RFP Detailed report | ||
Latest revision as of 21:39, 25 September 2015
View RFP Annual Summary Report
- Click Reports in the left-hand menu.
- Type proposal in the Search by Keyword box.
- Click Search.
- The Request for Proposal Annual Summary report will appear in the Reports window.
- Click the green arrow.
- Select the desired report year in the year drop-down box.
- Click View Report.
- View the report on-screen or select one of the Save as selections to output the report into PDF, Excel, Word, Excel Palin/CSV or MHTML.
- Sample RFP Annual report (only one month has happened in this example so far)
View RFP Detail Activity Report
- Click Reports in the left-hand menu.
- Type proposal in the Search by Keyword box.
- Click Search.
- The Request for Proposal Detailed Activity Report will appear in the Reports window.
- Click the green arrow.
- Select the desired filter options.
- Click View Report.
- View the report on-screen or select one of the Save as selections to output the report into PDF, Excel, Word, Excel Palin/CSV or MHTML.
- Sample RFP Detailed report
