Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Predefined reasons for an offer being withdrawn can be set up. These reasons can be used as criteria when running Power Reports on offers.

To set up predefined reasons on your system, contact Reapit Support using this form 


1. Withdraw the offer

From the Offers screen:

  • Select the offer

  • Change the offer Status to Withdrawn

2. Select the reason

  • Click the link beside Reason 

    The list of predefined reasons are displayed

  • Select the relevant reason

    You do not need to enter anything in Comment

  • Click Accept

3. Reporting

From the main menu:

  • Click Reports and select Power Reports

  • Select a report type of Offer Report

  • 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 results grid - see 3a


 3a. Add Withdrawal Reason column on results grid

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

From the report 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 colunm will now be displayed for all offer reports run


  • No labels