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These reasons can also be used as criteria when running Power Reports on offers

To set up predefined reasons on your system, click here to contact Reapit Support

From Viewing withdrawal by rightclicking selecting Image Removed results grid - see 3aImage RemovedAdding the Withdrawal Reason column on the means that it will always be displayed for all Offer reports run, allowing you to sort/filter/group the results by reason report - - - -

1. Withdraw the offer

As usual, to withdraw the offer - from the Offers screen:

  • Select the offer

    Image Added

  • Change the offer Status to Withdrawn

Image Removed

2. Select the reason

  • Click the link beside Reason 

    The list of predefined reasons are displayed

  • Select the relevant reason

  • Enter any extra notes in Comment 

  • Click Accept

Image Added
Tip

Withdrawal details can be viewed after they have been entered

-

(see 2a

and

) & can also be reported on (see

next step

3)

Image Removed
Expand
title

2a.

Withdrawal details

Once logged, withdrawal details can be viewed in the Offers screen

  • Right-

  • click over the withdrawn offer and

  • select Withdrawal details

Image Added

3. Reporting

From the main menu:

  • Click Reports and select Power Reports

  • Select a report type of Offer Report

    Image Added

  • Click Withdrawal reason then select which reasons to report on

  • Select any other required criteria for the report

  • Click Run Report

You can also add a Withdrawal Reason column to your report

Expand
title3a. Add Withdrawal Reason column on results grid

results grid

From the

results grid:

  • Right-click over a grid heading

  • Hover over Pick columns and click More

  • Scroll to the bottom of the list, tick Withdrawal Reason and click Accept

  • Right-click over a grid heading again and click Save grid layout
    The column will now be displayed for all offer reports run

Tip

Adding the Withdrawal Reason column on the results grid for an offers report means that it will always be displayed for all Offer reports run, allowing you to sort/filter/group the results by reason

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