CRM Reports

DPS includes a number of reports designed to help you manage the CRM-oriented information in your database.

Use these reports to review simple or detailed lists of the clients, contacts, employees, leads, marketing campaigns, opportunities, projects, and vendors stored in your database; review probability forecasts for your opportunities; and print mailing labels for clients, contacts, and leads. You can also print calendar and activity reports to review activities for specified periods of time or for selected clients, contacts and employees.

Generate CRM reports from the hubs or from Reporting > Activity in the desktop application.

Activity Reports

To generate activity reports, you must access either the Calendar or the Activities hub.

• Activity List: This report displays all of your scheduled and/or completed activities, based on the selections that you make using the Activities hub.
• Activity Summary: This report displays a summary of details for selected activities that you have scheduled or completed, based on the selections that you make in the Activities hub.
• Activity Calendar: This report displays a snapshot of your phone calls, meetings, and tasks for a given day, week, or month.