Opportunity Management - Risk Report

Pgm: OMPRESAL – Risk Report; standard Treeview path: Opportunity Management > Reports > Risk Report

The Risk Report is a legal sized paper report that presents the risk management information for opportunities, grouped by their sales stage.

NOTE: Opportunities must have the 'Include As Target' box checked on the General tab to be included in this report.

Company

Company handling projects associated to opportunities.

From Stage

Optional; if left blank, taken to be first sales stage, by code. Specifies which opportunity to start with by stage code.

To Stage

Optional; if left blank, taken to be last sales stage, by code. Specifies which sales stage to end with by stage code.

Limit to Forecast Flagged Opportunities

If “Yes” is selected, only opportunities with the ‘Include In Forecast’ checkbox set to true will be included in the report. On the Opportunities screen, this checkbox is found in the Opportunity Management section, which is the main section for the screen. If “No” is selected, this checkbox is disregarded.

From Date

A date must be specified. Select the date to start with for the opportunities.

Sample Risk Report (OMPRESAL)