Opportunity List

The Opportunity List provides a listing of your opportunities from the Opportunities hub.

Firm Hierarchy

You can establish a firm hierarchy in the Firms hub. The hierarchy tree makes it easy to navigate between a parent firm and subsidiary records.

You can group or sort data on this report by the firm hierarchy. To do that, select a parent criterion, such as Parent on the Sorting/Grouping tab. The criteria that are available depend upon the levels of the hierarchy established in the Firms hub. When you report by firm hierarchy, be sure to select Firm Number as a sorting and grouping criterion.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the Opportunity List
    The Opportunity List is an opportunity report.
  • Opportunity List General Tab
    Use the General tab to select report options for the Opportunity List and to save sets of options for reuse.
  • Opportunity List Columns Tab
    Use the Columns tab to select the columns to display on the Opportunity List report, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Opportunity Reports