Account Overview Report

Use this report to obtain a one-page overview of everything occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.

Is data missing from the report?

Where the data in this report comes from in Microsoft Dynamics CRM Online

Note

This topic documents the default report as it was shipped. To find out if this report has been customized, contact your report administrator or system administrator.

Related Topics

Run a Report

Export Data to Excel

Work with Advanced Find

Customizing and Organizing Reports

Running Reports - Troubleshooting

Did you find the information that you need?
Yes      No 
If not, what information do you need? (optional)