Introducing…agile Project-Quote Report
The first Project-Quote report is now available and will allow you to report on agile Project and Quote activity. The addition of this type of report will provide you with the flexibility to filter your report results to see how many projects/quotes you have entered in addition to the phase, status and players that are involved in each project.
With agile Project Reports you can…
- Run reports that contain Project and Quote backlog
by several date range types (Project entry date, Quote Version 0 date, Active Version date and Bid Date).
- Capability to see Project and Quote backlog cut by many different filters from either a summarized or detailed reporting level.
- Report can then be viewed in the browser window or exported into several different file formats (.pdf, .xls, .xml, .csv, etc)
- Note: All quote data that is returned in the report will be for the active quote version only.
How to Access the Report
If you already have access to order reports, not further access is needed. The report is available under the Projects Category of the Reports Tab. If you do not have access to reporting, your LAN Admin can grant you access to SSRS and Reports, and provide the Employee Role.
More to Come
Over the coming months you will begin to see many of the existing Project reports replaced by this type of Project-Quote report to better fulfill your reporting needs. We will also be delivering brand new reports specific to Quote Hit Rate reporting and CIP.
Training Available
Training is upon request. Please contact Christi Brown at 770-860-2284 or the agile liaison assigned to your agency for agile Quotes to schedule training. For more detailed information click here to access the User Guide. The user guide can also be accessed from the agile Help Tab under Reports.