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Reports»Follow-up reports using (new) …
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Last modified on 5/24/2018 2:00 PM by User.

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Follow-up reports using (new) Customizable Quote Listing

Overview

This is a great way to follow up on jobs. With some minor adjustments, the report may be used to follow up on jobs that have been quoted, or to find out who actually won the job if lost.
 

Adding the Data

The follow-up data is added to the follow-ups tab on the project. But first, a specifier must be added to the general tab of the project:
 
 
 
Once a specifier is added, a corresponding entry is added to the follow ups tab under “Customer Tips”:
 
Click on the blue link beside “Followed By:” to change the sales person following up with the specifier on the job. 
 
The “Follow All” button at the bottom will have all the salespeople follow their specifiers assigned to this job.
 
(By the way, distributors and contractors will show on this tab as they are added to the “Customers” tab on the active bid.)
 

Creating the Report

Select the “Projects” application and then select the “(new) Customizable Quote Listing” under the “Reports” menu:
 
 

Selection:

Press the “Selection” button to adjust which projects are reported on:
 
The “Quote Status” selection is important. By default, only quoted projects that are not “ordered” or “order pending” will be shown. Lost, abandoned, or closed quotes will be ignored as well.
 
Some groups will want to keep the Bid date, but adjusted to a more interesting time frame (e.g. last year to today). However, if the group is actively following up on all projects, then the bid date selection is not required – run it wide open and make sure all the older projects are followed up on or closed out.
 
Next, select the “Internal” tab and set the sales people to be reported on this time. It is OK to add everyone. A selection must be made here or your report will have all projects and not just projects with follow-ups.
 
Press “OK” to accept the selection.
 

Grouping

Press the “Grouping” button to group the active quotes for each project:
 
Drag and drop “Followed By” to the left to group by the follow up assignment. You may also select “Page Break” to produce a page for each sales person.
 
Press “OK” to accept the grouping.
 

Sort

Press the “Sort” button to adjust the ordering of the rows on the report:
 
This example is ordering by project name.
 
Press “OK” to accept the sort order.
 

Filter

The filter button may be pressed to omit one or more groups on the report. This feature is not used in this example.
 

Layout

Press the “layout” button to adjust what is shown on the report:
 
In our example, we removed all the earnings on the report and kept the sell amount. We also added the “Specifiers” as a listing below the project name.
 
There are a lot of possibilities here. The best option is to review the list of fields available and give it a try. Fields for the General contractor, winning customer, and many more may be added to the report.
 
Press “OK” to save the layout.
 

Print

Press the Print button to run the report. Here is our example:
 

Save

Change the “Report Title” to “Follow-ups” and press the save icon. This will save the report definition to the “Reports” application in OASIS. Just click on the “Reports” application and double click on the report name you saved to edit or run the report in the future.