Reporting in Breeze Proposals
With Qorus Breeze Proposals, Bid Managers have the ability to Report details of the Users who access Breeze Proposals. The following reports can be generated: To print reports, follow the steps below:
1) Log in to your Qorus Breeze.
2) Click on the Reports button on the left hand side of the screen.
Notice the Horizontal Tabs in the center of the screen. These are the different areas in which reports can be created. Inside each tab you can see the different options of reports that you may view.
3) Select which option of report you desire.
4) On the right hand side of the pop up, select the start and end date desired.
5) Click on the Actions button on the top left hand side of the pop up.
- Action - Definition
- Open with Report Builder - Opens the Report Builder GUI in SQL
- Subscribe - Subscribe to certain reports
- Print - Print the selected report
- Export - Export your report as a specified data type
6) In the drop down you can choose if you would like to print, export, subscribe or open with report builder. Click on Print. (See all options below)
NOTE: If you do not have the SQL Server Reporting Service add-on then Internet Explorer will prompt you to install it. These will appear at the top of the page. (See Below)
7) In the next pop up set the client printer settings necessary and click OK.
Your report will now print at the client printer selected recently.
To Subscribe to the report, follow the steps below:
1) Log in to your Breeze dashboard.
2) Click on the Reports button on the left hand side of the screen.
Notice the Horizontal Tabs in the center of the screen. These are the different areas in which reports can be created. Inside each tab you can see the different options of reports that you may view.
3) Select which option of report you desire.
4) On the right hand side of the pop up, select the start and end date desired.
5) Click on the Actions button on the top left hand side of the pop up.
6) Click on Subscribe.
7) You will notice a new window has opened up with a form. Fill in the form and click OK.
You will now receive the report based on the parameters in the report you specified.
To export to the report, follow the steps below:
1) Log in to your Breeze dashboard.
2) Click on the Reports button on the left hand side of the screen.
Notice the Horizontal Tabs in the center of the screen. These are the different areas in which reports can be created. Inside each tab you can see the different options of reports that you may view.
3) Select which option of report you desire.
4) On the right hand side of the pop up, select the start and end date desired.
5) Click on the Actions button on the top left hand side of the pop up.
6) Click on Export followed by the type of export you prefer.
Related Articles:
- For help on Using Report Builder follow the step-by-step instructions here.
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