Difference between revisions of "Portal Defaults Setup"

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Revision as of 10:33, 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