Print opportunity datasheet

Hi,

I would like to know how can I print an opportunity datasheet whith all details of that opportunity.

I can not print the whole datasheet.

Thanks you

 

Ruth

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Comments

9 comments
  • Hello Ruth, 

    If you select the opportunity of choice you can export the information into a file and then print the excel. To do this:
    -Select the opportunity or multiple opportunities that you'd like to export
    -Press the "MORE" button and select the "Export" option 

    Likewise, if you use our Advanced Reporting feature you can create an "Opportunity Report" and format it with the information that is most relevant for you and then print that as well! If you are unfamiliar with Advanced Reporting I'd highly recommend taking a look at at link above as it will lead you to great how to articles! 


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  • Hi Ruth,

    You can of course simply click the print icon when you have an individual Opportunity open in Insightly.   For example, selecting the 'About' tab and then 'print'.    However, if you are wishing to extract and then work with full details of the Opportunity (or a range of Opportunities), then I would concur with Alyssa's comments regarding exporting or advanced reporting.

    Hope this is helpful, and if I can assist further don't hesitate to let me know!

    kind regards, Simon

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  • Thanks, I know how to export, but this is not what I am asking for.

    If I export I received an unuseful excel file.

    OpportunityName,Details,LinkedOrganisation,Probability,BidCurrency,BidAmount,BidType,BidDuration,ForecastCloseDate,OpportunityCategory,CurrentState,LastStateChangeReason,PipelineName,PipelineCurrentStage,ResponsibleUser,DateCreated,Tag1,Tag2,Tag3,Tag4,Tag5,Tag6,Tag7,Tag8,Tag9,RecordId,Leader,Client,Supply timing,Country,Engineer/ Design architect / Consultant,Status,Tunnel Length,Contractor / Related companies,Current Stage,Contact details

    A13 / A16 Rotterdam tunnel,,"",,,,,,,Road Tunnel,OPEN,,,,,7/20/2016,MACRO,,,,,,,,,11357856,INSUFFICIENT TEST EVIDENCES,,,Netherlands,,,,,,

    Do you really think thats a good way to export?  you should improve that's not nice for a paid version.

    We shold be able to download a nice pdf with all the opportunity information, what Simon suggest is just as a screen shot.

    Thank you anyway.

     

    Ruth

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  • Hi Ruth:

    You may want to check out the Ideas & Suggestions page to see if this has been submitted by another user and add your vote. If you don't find it, you can add a new thread :)

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  • I am trying to print an Opportunity using the print button on the About tab. (as suggested in the August 02 post)

    Only for first half of the Opportunity fields are visible. Is there a way to Print all the fields on the opportunity. I have an example I can email. 

    Thanks.

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  • Hi Kate,

    You're right that when you click the print button whilst in an Opportunity you will only get a print out of the tab in question - in this case the 'About' tab.

    I would suggest you consider using the Report tool - there are a wide range of pre-designed reports with chart options you can choose from - do also have a look at Legacy Reports, which we use a lot for 'pre-sales' pipeline insight - please see screenshots below.

    Hope this helps!

    kind regards, Simon

     




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  • Hi. I have now logged in via my paid account. I am the same Kate from above request. 

    We have added custom fields on the Opportunity About tab. These do not print using the print button. (or the browser print function).

    I cannot see a way in the advanced reporting to get all the fields from the About tab for a single opportunity to display on a 1 page print out. Am I missing something?

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  • Hi Kate,

    You might like to take a look at the Report Fields when you have selected your Legacy Report - from here you can 'drag and drop' additional fields into the report - see screenshot below.

    Hope this helps?

    kind regards, Simon

     

     

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  • Thanks Simon. Unfortunately that doesn't help.  I am looking for a way to share all the information about an opportunity on 1 exported document. 

    The report you suggest would not do this. It will just display the fields in 1 row in a table. This isn't appropriate to share as an opportunity update report.

    Printing the Opportunity about page would be ideal if the custom fields I have added to that screen displayed on the print out.

    I have included a screenshot of the opportunity printout so you can see what I am referring to.

    Not displaying:

    - The pipeline stage 

    - Half our custom fields.

    - contacts

    - linked organisations

    This is a bug in your opportunity print out function.

     

    (it is also a lack of functionality in your advanced reporting, but I will save that request for another day)

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