Difference between revisions of "Portal Defaults Setup"

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Revision as of 14:33, 27 September 2024

CP_NewJobDefaults.jpg
 
AgreeProfitReport2.jpg
Menu > Reports > Agreement Profitability Report
Provides profitability for agreements using the following filter criteria.
• Billed Status
• Agreement Start Date
• Transaction Date
• Agreement Begin Date or Agreement Anniversary Date
Advanced Filters
Agreement Type
Agreement Number