Opportunities.Proposals Reports

Adam Eggert

Does anyone use the reports in RE for opportunites/proposals. Looking for one similar to the proposal analysis report but also shows the actions for that particular opportunity all in one report. Thanks and any information would be helpful.

Adam Eggert

Horizon Health Foundation

Barbara Kunkel

Hi @Adam Eggert - I use the List Opportunities in RENXT. You can select filters for the list. The list displays the last action and next action along with the other information from the proposal analysis. I don't know how to use the RE report and add actions, except to create a query from the report and than create an export with all of the information you are looking for.