Check a Prospect Summary

Article • 6/30/2025 • 2 min read

Use the Prospect Summaries page to generate List of basic prospect information. Includes name, address, phone number, SIC code, territory, sales code, annual sales, and number of employees. The purpose of this report is for use by the sales persons.

By default, generic filters are available to generate this report. You can use Advanced Filters to cus- tomize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate Prospect Summaries Report

  1. Open the Prospect Summaries (RPPROS) page.

Select Sales Management > Sales Reports > Data Management > Pro- spect Summaries.

Or

  1. Search for RPPROS in the Navigation box and then select Prospect Sum- maries.

    Prospect Summaries (RPPROS) page appears.

  2. From the Selection box, select the information you want to view.

  3. In the Sort Order area, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the

    Selection field.

  4. In the Layout area, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selec- tion field.

  5. Select the Summary check box to obtain a high level data report.

  6. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selec- tion field.

    The available sort ranges are:

    » Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

    1. Type the item reference in the From field.
    2. Click the lookup reference and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

» Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  1. Type the first and last values of the range in the From and To fields.
  2. Click the lookup reference (if available) and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

» All: Select this to include all available items.

  1. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Com- plete to get notification. You can open the downloaded report from My Reports page.