How to view completed opportunities
Completed Opportunities
Overview
Learn how to view and export completed opportunities in Deliveries PH.
A PDF version of this guide is available below.
View Completed Opportunities
1. Click the Reports icon on the sidebar.
Note: Completed Posts is the default page to appear.
2. Click the Reports filter.
3. Click Completed Opportunities.
4. Different opportunity details can be viewed thru columns.
5. Opportunity’s history can be viewed by clicking the Eye icon under the Opportunity column.
Sample view of the Opportunity History box upon clicking the Opportunity (Eye) icon.
Export Completed Posts
1. Click the CSV button in the Completed Opportunities page (Download File).
2. Review the following report filters before exporting (Store ID, Selected Partner, Start Date, End Date, Report Type).
3. Enter the email/s that the report will be sent to.
4. Click Submit.
Check your email’s Inbox or Spam folder for the Deliveries PH Helpdesk email.
5. Click the email sent by “helpdesk”.
6. Click Download Report.
7. Your file will now be downloaded as an Excel file.
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