Prompts - Opportunity Win/Loss Report

The prompts for the Opportunity Win/Loss Report includes the selection for company, primary customer, date range, and others.

Prompt Message

Description

Select Company:

Select the company that you want to include in the Opportunity Current Pipeline Report.

Select Primary Customer(s):

Select the customer that you want to display in the report.

In Keywords, enter one or more characters to include in the search for which you want retrieve customer information from. To narrow the search, select one of the following in the dropdown field.
  • Starts with any of these keywords
  • Starts with the first keyword and contains all of the remaining keywords
  • Contains any of these keywords
  • Contains all of these keywords

If you search by name, use one of the Contains... options, rather than the Starts with... options.) Click the arrow to list the matching contracts in Choices.

Date Changed From and Date Changed To

Select the date range that you want to include in the report if any.

Include Inactive Opportunities?:

Indicate if you like to include the inactive (Yes or No) opportunities in the report.