The Settlement Report tab allows you to track the volume of settlements over a period of time.
Generate a Settlement Report
To customise a Settlement Report choose the following filters:
- Select the Opportunity Type from the drop-down
- Choose a User from the drop-down or select all.
- Choose a Date Rage
- You can also group the data by selecting an option from the Group By drop-down
Note: the report will automatically generate on the filters you select.
- Click on the Chart tab to view the data in chart form
- Click on export to download the report into an excel spreadsheet.