Title: Bookings Report


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## Bookings Summary ##

This report shows all sales bookings (proposals with purchase orders) and their profitability within a specific date or date range. 


>![Image](media/Props&SalesBookingsOptions.JPG)
>Props&SalesBookingsOptions.JPG


Bookings Summary Options |Description
-----------------|---------------
What time frame should the report reflect |Select a time frame from the choices provided or you can select the 'A specific date range' option to enter your own date range.
Show Bookings Details |Detail View mode will display all proposals with purchase orders for each sales rep per the time frame selected.  Simple View mode will only list the sales reps names and purchase order totals. Details can be viewed by clicking on the sales rep name.
Should the report be filtered by sales rep |If you wish to filter the report to a specific sales rep, select the sales rep name from the list provided.
Should the report be filtered to specific customers or vendors |To filter the report to specific customer or vendors, enter the first few characters of the customer or vendor name and select the appropriate entry from the list displayed.
Should the report be filtered to specific proposals |To filter the list to a specific proposal, enter the first few characters of the proposal number and any matches in your database will be displayed, select the appropriate entry from the list displayed. 
Add this to your saved reports |Checking this box will allow you to enter a name to save your search criteria.  This name will appear in the  My Saved Reports menu option under Reports.

The example below shows the bookings report filtered to sales rep Test User and was run in Detail view mode.  The proposals listed in this report are links to the proposal and can be clicked on to open the proposal.

>![Image](media/Props&SalesBookingsReport.JPG)
>Props&SalesBookingsReport.JPG