Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

CRM & Contracts Reports

Contracts Reporting is the report package for Contracts.

The template reports in Contracts are:
  • Contract Backlog Report - Created from the Contracts model, this report shows contract backlog and funded percent complete for each contract.
  • Contract Drill Thru - This report displays the contract details of a customer, such as activities, projects, and subcontracts.
  • Contract Vehicle Report - Created from the Contracts model, this report shows the task orders that have been assigned to a specific vehicle and the corresponding award values. Task orders per vehicle are also displayed.
  • Customer Inquiry - Created from the Contracts model, in this report you can see the information about a customer and further broken down into different areas which are opportunities, contracts, projects, and others. Drill-thru reports are included in the report.
  • Opportunity Current Pipeline Report - This report displays all your current pipeline data that helps you assess the opportunities that you can work on and the probability to win each.
  • Opportunity Days Open Report - This report displays the opportunities that you won and lost as well as the number of days the opportunity has been open. The information helps you to determine the number of days you spend on opportunities.
  • Opportunity Win/Loss Report - This report displays the opportunities that your company won and lost, as well as the individual weighted revenue and totals. This helps you assess if you company is pursuing the right types of opportunities.