Opportunity report

Use the Opportunity Report to generate Business Analytics Report showing the information from your recorded Opportunities.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria.

This report does not include Advanced Filters feature.

The Business Analytics sales opportunity report is a pivot table. For more information on creating pivot tables, see Creating a Business Analytics report layout.

To generate opportunity report

1. Open the Oppurtunity Report (BAOPPS) page.

   1. Select Executive Information System > Business Analytics > Sales Business Analytics > Opportunity Report.

   Or

   2. Search for BAOPPS in the Navigation box and then select Oppurtunity Report.

   The Oppurtunity Report (BAOPPS) page appears.

2. In the Selection dropdown, select the information you want to view.

3. In the Sort Order dropdown, select from the options on how to sort the report. The Sort Order list is populated based on the type of report selected in the Selection list.

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

   The Layout list is populated based on the type of report selected in the Selection list.

5. In the Date Range area, enter the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates list.

   The Date On field is populated based on the type of report selected in the Selection list.

   To include the entire time frame, leave the date fields blank.

   In the Fill Dates list, you can select from the predefined date ranges. They are:

   • Custom:

     Selecting this option enables the From and To fields in the Date Range area.

   • Calendar Year:

     Selecting this option displays the Calendar Year list. You can select any of the predefined calendar year formats from the list.

   • GL Periods:

     Selecting this option displays the GL Periods list. You can select any of the predefined GL period formats from the list.

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

   The Sort On field is populated based on the type of report selected in the Selection list.

   When exporting the BA Reports to Excel, note that:

   • For SQL Server 2012 and later versions, the reports are exported to the Excel 2007 (.xlsx) format limiting to a maximum of 1048575 records.

   • For SQL Server versions earlier than 2012, the reports are exported to the Excel 2003 (.xls) format limiting to a maximum of 65535 records.

   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. In the From field, enter the item reference.

     2. Click the lookup reference and select the sort item from the Lookup for From. Select 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. In the From and To fields, enter the first and last values of the range.

     2. Click the lookup reference, if available, and select the sort item from the Lookup. Select the required sort item and click Select.

   • All: Select this to include all available items.

7. On the toolbar, click Run Report to generate the report.

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

   The report data displays the following tabs as shown below: