The Report shows the Cumulative view of the Pipeline for a specified period. It uses the Idea values.  

  1. The New Report:
    • Can be viewed as a Chart.
    • Hover over bars on the chart to see more details.
    • Clicking any of the Idea stages as shown below will have it disabled from the chart.

    • Select which type of formatting would you want to view the values.

    • The Report has the section: Cumulative in/through stage as at the end the month.

    • The Report can be downloaded as a PDF by clicking the Download icon at the top right corner.

    • Necessary filters can be applied to view the Report by clicking Filter at the top right corner

    • Alternatively, you can click any of the below and the Filter slide-out will pop up so that you may change the filters.