Difference between revisions of "ProDon:Generate Commitment Reports"

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{{Header_TOC}}<br>  
 
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<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated'''</span>
 
  
 
== Introduction  ==
 
== Introduction  ==
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Some reports are available to ensure better follow-ups and a better visual of their state. The report that will be presented to you will allow you to have a complete view of your clients with commitments as well as all commitments advancement.
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Some reports are available to ensure better follow-ups and a better visual of their state. The report that will be presented to the users will allow them to have a complete view of the clients with commitments as well as all commitments advancement.
  
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Certains rapports sont disponibles afin d'assurer un meilleur suivi et un meilleur compte-rendu visuel de l'état de ceux-ci. Le rapport qui vous est présenté ici vous permet de voir l'ensemble de vos clients liés à des engagements ainsi que la progression de tous les engagements.
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== Generate commitment reports ==
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To be able to generate the commitment reports, go to the "Analysis" tab, "History" and "Commitments and prospections".
  
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== Generate commitment reports ==
 
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To be able to generate the commitment reports, you must go to the "Analysis" tab, "History" and "Commitments and prospections".
 
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Pour pouvoir générer les rapports d<nowiki>'engagement, vous devez aller dans la gestion « Analyse et historique des prospections et engagements »</nowiki>.
 
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
 
![[File:ProDon5_Generate_Commitment_Reports_001.png]]
 
![[File:ProDon5_Generate_Commitment_Reports_001.png]]
 
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In this management, you will view the commitment list entered in '''''ProDon'''''. You can filter the commitments in accordance with specific information.
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In this management, the user will view the commitment list entered in '''''ProDon'''''. The commitments can be filtered in accordance with specific information.  
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Dans cette gestion, vous aurez la liste des engagements saisis dans Prodon.  Vous pouvez filtrer les engagements selon des informations spécifiques.
 
  
 
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![[File:ProDon5_Generate_Commitment_Reports_003.png]]
 
![[File:ProDon5_Generate_Commitment_Reports_003.png]]
 
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|In the report generator, select the one you need, the destination and its title then click on "Generate".  
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|In the report generator, select the one that needs to be generated, the destination and its title (if needed) then click on "Generate".  
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Dans le générateur de rapport, sélectionnez celui dont vous avez besoin, sélectionnez la destination et son titre (au besoin) et cliquez sur <nowiki>'' Générer ''</nowiki>
 
 
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{| class="wikitable" width="15%"
 
{| class="wikitable" width="15%"
 
![[File:ProDon5_Generate_Commitment_Reports_004.png]]
 
![[File:ProDon5_Generate_Commitment_Reports_004.png]]
 
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|Select the desired options and the periods that you want to view and then click on "OK".
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|Select the desired options and the periods that needs to be viewed and then click on "OK".
  
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Sélectionnez les options désirées et les périodes visées et cliquez sur <nowiki>« OK »</nowiki>.
 
 
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Latest revision as of 10:21, 24 February 2017

Generate Commitment Reports

Introduction

Some reports are available to ensure better follow-ups and a better visual of their state. The report that will be presented to the users will allow them to have a complete view of the clients with commitments as well as all commitments advancement.

Generate commitment reports

To be able to generate the commitment reports, go to the "Analysis" tab, "History" and "Commitments and prospections".

ProDon5 Generate Commitment Reports 001.png

In this management, the user will view the commitment list entered in ProDon. The commitments can be filtered in accordance with specific information.

ProDon5 Generate Commitment Reports 002.png
Click on Button Reports.png to launch the report generator.
ProDon5 Generate Commitment Reports 003.png
In the report generator, select the one that needs to be generated, the destination and its title (if needed) then click on "Generate".
ProDon5 Generate Commitment Reports 004.png
Select the desired options and the periods that needs to be viewed and then click on "OK".
ProDon5 Generate Commitment Reports 005.png
A report will be generated with the selected options.

Document name: ProDon:Generate Commitment Reports
Version : 5.0.3

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