Customer Inquiry Drill-Thru Reports
There are several drill-thru reports available in the Customer Inquiry report where you can see details about contracts, opportunities, projects, subcontracts, and organizational conflict of interest (OCIs).
Because drill-thru only reports are not run on their own, users do not need to enter prompt information for these reports. Information needed to run the report is retrieved based on the parent report such as the Customer Inquiry report. No user input is required.
- Related Topics:
- Contract Drill-Thru
The Contract Drill-Thru report displays the contract details of a customer such as activities, projects, and subcontracts. - Project Drill-Thru
The Project Drill-Thru report displays the project details of a customer such as contract and funding value. - Opportunity Drill-Thru
The Opportunity Drill-Thru report displays opportunity details of a customer such as Opportunity Stage, Projects, and Organizational Conflict of Interest if any. - OCI Drill-Thru
The Organization Conflict of Interest (OCI) Drill-Thru report displays OCI details for an opportunity such as activities, projects, and sub/vendors if available. - Subcontract Drill-Thru
The Subcontract Drill-Thru report displays subcontract details about a customer. You can see this drill-thru when you click the Subcontract # on the Contract Drill-Thru report.
Parent Topic: Customer Inquiry