Navigate Here: Reports > CIP Planning Reports > Misc. Reports > Proposal Index Report
Proposal Index Report is a report listing all of the proposals under the current working cycle.
You can configure the below settings before viewing the report. These settings will affect the content and layout of the report.
Sorted by: Specify whether the proposal list will be sorted by Proposal ID or Proposal Name.
You can set the Page Number Format and the Starting Page Number in the report. The Page Number Format allows you to enter text, symbols, or numbers to help display the page numbers on the report. For example, if you wanted to include the word “Page” before each number you would enter this in the first format text box. The page numbers would appear as “Page 1”, “Page 2”, etc. The Starting Page Number allows you to modify the starting page on your report. This is used for display purposes only, and will not affect the output of the report. The default starting page number is 1.
Once you have finished, click the View Report button to open the report in a new window. Once the report is opened there are a number of features on the top navigation bar. You can export the report to PDF, Excel, Word, or RTF format by selecting the Export button. You can also navigate to another page using the page arrows, refresh the report by clicking the Refresh button, and adjust the zoom percentage of the report by selecting a different percentage in the dropdown box.
Below are the descriptions of the content contained in this report:
CIP #: This is the Proposal ID field on the Proposal General Information page.
Proposal Name: This is the Proposal Name field on the Proposal General Information page.
User ID: This is the User ID field on the Browse Proposals page. It is the ID of the user who created the proposal.
Update Date: This is the Update Date field on the Browse Proposals page. It is the date when the proposal was edited.
Status: This is the Status field on the Browse Proposals page.
