Opportunities Report¶
The Opportunities Report , based on data from Opportunities located within the Work module of Dsposal's Paperwork, provides a comprehensive overview of all opportunities within the system. This report serves as the primary source for accessing essential information regarding potential business engagements. As the sole report within the Opportunities area ensuring that users obtain critical insights into active and archived opportunities swiftly and efficiently.
Before you start¶
Before getting started, there are a couple of helpful things to know:
- Opportunities is a purely optional area, users do not have to use the Opportunities area with Paperwork
- The date from and to fields relate to the dates when the opportunity was created
- Deleted opportunities are NOT included in the report
Fields in the report¶
| Field Name | Format Type | Description |
|---|---|---|
| opportunityNumber | Text | Paperwork-generated unique identifier for this opportunity. |
| opportunityAmount | Number | The financial value associated with the opportunity. |
| department | Text | The department associated with the opportunity. |
| timePeriodName | Text | The time period or frequency of the opportunity. |
| contactMethod | Text | The method through which the opportunity was initiated. |
| opportunityStatus | Text | The current status of the opportunity. |
| lostReason | Text | The reason for losing the opportunity, if applicable. |
| opportunityReference | Text | The name assigned to this opportunity. It provides a descriptive label for the opportunity, aiding in easy recognition. |
| opportunityDescription | Text | Additional information about this opportunity, aiding both users and customers in understanding its context. |
| customerName | Text | The name of the customer associated with the opportunity. |
| customerSite | Text | The site or location of the customer. |
| salesNumber | Text | The sales number associated with the opportunity, if applicable. |
| salesType | Text | The type of sale associated with the opportunity, if applicable. |
| opportunityCreatedDate | Date/Time | The date and time when the opportunity was created. |
| opportunityCreatedBy | Text | The user who created the opportunity. |
Frequently asked questions¶
What is a field?
A field refers to a single piece of data within a dataset, also known as a column or attribute. It represents a specific characteristic or attribute of the data being collected or analysed. For example, in a dataset of opportunity information, fields may include "department," "salesType," "customerSite," and "lostReason".
Why do your field names look funny?
We use a computer programming convention called camel case (more accurately lower camel case) where multiple words are combined into a single word, with each word (except the first one) capitalised and no spaces between the words. The name "camel case" comes from the capitalisation's resemblance to the humps of a camel.