ProDon:Generate Commitment Reports

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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 you will allow you to have a complete view of your clients with commitments as well as all commitments advancement.

Generate commitment reports

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

ProDon5 Generate Commitment Reports 001.png

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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Click on Button Reports.png to launch the report generator.
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In the report generator, select the one you need, 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 you want to view 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