Difference between revisions of "Portal Defaults Setup"

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| colspan="4" | [[File:CP_NewJobDefaults.jpg|CP_NewJobDefaults.jpg]]
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| colspan="4" | [[File:AgreeProfitReport1.jpg|AgreeProfitReport2.jpg]]
 
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation

Revision as of 14:33, 27 September 2024

CP_NewJobDefaults.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