CRM Reports

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

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

You can generate CRM reports from the Info Center or from the Reporting application. For CRM reports available from the Reporting application, see the Reporting help.

Activity Reports

To generate activity reports, you must access either the Activity Calendar or the Activity Manager.

• Activity List — This report displays all of your scheduled and/or completed activities, based on the selections you make using the Activity Manager.
• 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 Activity Manager.
• Activity Calendar — This report displays a snapshot of your phone calls, meetings, and tasks for a given day, week, or month.