Reports

Owner access allows you to manage a report entirely, including giving and updating access to other users on reports. Collaborator access allows you to view the report completely (all sections of a...

You can generate and view the performance of one or more of your marketing plans by running an Activity Report in WorkSpan.  You can group and chart on various fields in your marketing plans such a...

You can consolidate data and charts for assessments and opportunities across one or more sales plans or solutions by running an Assessment Report. You can either select one or more sales plans or s...

To view real time performance of your joint funds, you can create a new Funding Report in WorkSpan. Using this report, you can report on fund amounts across selected programs, including total funds...

To view real time performance of your joint funds, you can create a new Funding Details Report in WorkSpan.  This report provides an end to end break-down of the funds flow. You can report on the f...

On this report, you can generate and view the performance of marketing campaigns, that have requested funding from the selected programs. You can report on goals and results, requested and committe...

To view real time performance of opportunities in your joint sales plans and/or solutions, you can generate an Opportunities Report in WorkSpan.

Solutions Report is for you and your partners to see data and performance on one or more fields for your solution, for example, to get a dashboard view of the number of solutions, expected revenue ...

To view real time performance of your joint sales initiatives, you can run a Sales Plan Report in WorkSpan.  Sales Plan Report allows you and your partners to see data and performance on one or mor...