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REPORTS
DEAL MAINTENANCE VENDOR GROUPING COMPLETE DEAL DELETE DEAL PRINT DEAL DEAL SEARCH REPORTS

 

[Under Construction]

DEAL STATUS REPORTS

The system provides a number of reports arranging the deals sheets by current status. Click the report of choice below.

All Deals by Status  Items Not on Deal    Open Deals    Deals with Alert Flags    Open Deals with No Alerts

Managed Fund Deals    Non Managed Fund Deals    Deals with Informational Flags    Deals with New Items

Pending Price Change Deals    Completed Deals    

 

All Deals by Status

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Items Not On Deal

After the system has compiled the list of Items Not on a Deal Sheet, the list is presented as shown below.

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Open Deals

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Deals with Alert Flags

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OPEN DEALS WITH NO ALERTS

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Managed Fund Deals

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Non Managed Fund Deals

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Deals with Informational Flags

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Deals with New Items

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Pending Price Change Deals

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Completed Deals

You may click on any of the deals listed in the Completed Deals report to view the deal sheet. The system will provide an Audit View of the deal sheet for review of its content. But, the Audit View does not allow any updates or changes. See example below.

You will notice that the Maintenance Links in the right margin for each section have been removed from the deal sheet to prevent changes.

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Last modified: July 30, 2007