Default Reports

Microsoft Dynamics CRM Online has four categories of default reports Reports that are included in Microsoft Dynamics CRM Online. Default reports may have been customized or removed by your system administrator or system customizer.: sales, marketing, service, and administrative.

This topic shows you how to use the different reports. You also can find more information when you generate a report, click Help, and then click Help on This Page.

Sales

The following default sales reports are available:

• Account Distribution Report

  Use this report to identify patterns in your top revenue-generating accounts. The report displays two charts. The earned revenue chart displays a chart of the earned revenue grouped by a market facet, such as product, territory, or industry. The accounts count chart, displays the amount of earned revenue using the same grouping as the earned revenue chart.

• 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.

• Account Summary Report

  Use this report to determine historically what has occurred with an account. This report also displays what is scheduled to occur in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.

• Activities Report

  Use this report to identify patterns in activities. Activities can be grouped by owner or activity type, or by the record the activity is regarding.

• Competitor Win Loss Report

  Use this report to compare how your sales team performs against your competitors. The report displays a list of competitors, with data on open, closed, won, and lost opportunities for each.

• Invoices Report

  Use this report to print invoices.

• Invoice Status Report

  Use this report to view your accounts receivable. The chart displays invoices grouped by status.

• Lead Source Effectiveness Report

  Use this report to compare how effective your lead sources are at generating quality opportunities. The report lists the percentage of qualified leads, and leads that generate revenue for each lead category.

• Neglected Leads Report

  Use this report to identify any leads that have not been contacted. The report displays a chart of leads that have had no associated activities or notes during a specified time period.

• Orders Report

  Use this report to print orders.

• Quotes Report

  Use this report to print quotes.

• Sales Pipeline Report

  Use this report to see anticipated potential sales. The report displays a chart of potential sales grouped by user, sales territory, customer territory, date, products, rating, or sales stage.

• Sales History Report

  Use this report to view a history of sales performance by sales representative. The report displays a chart of both lost and earned revenue.

• Neglected Accounts Report

  Use this report to identify accounts that have not been contacted recently. The report displays a chart with accounts that have had no activities completed in a specified number of days.

• Products by Account Report

  Use this report to see which products are used by an account. For each account, the report lists the associated products.

• Products by Contact Report

  Use this report to see which products are used by a contact. For each contact, the report lists the associated products.

Marketing

The following default marketing reports are available:

• Campaign Activity Status Report

  Use this report to track a campaign. The report displays a summary for each campaign activity, including planned and actual time parameters, parent campaign details, and definition status.

• Campaign Comparison Report

  Use this report to identify your most and least successful campaigns. The report compares two campaigns based on parameters such as cost effectiveness and number of responses.

• Campaign Performance Report

  Use this report to track the progress and status of your campaigns. The report provides a detailed view, including all the dates, targets, definitions, responses, and financial returns from each campaign.

Service

The following default service reports are available:

• Case Summary Table Report

  Use this report to find out what kind of cases are being opened and resolved. You can select how data is grouped in both the rows and columns in this report. This report provides a chart of cases, organized by status reason, owner, priority, subject, customer, or product.

• Neglected Cases Report

  Use this report to identify cases that have not been contacted recently. The report displays a chart of cases that have had no changes to activities, notes, or the case itself in the specified number of days, and no scheduled activities.

• Service Activity Volume Report

  Use this report to review the patterns in service activity volume. The report displays either the duration of or number of service activities, grouped by services, resources, time periods, and additional criteria.

• Top Knowledge Base Articles Report

  Use this report to identify the most frequently used knowledge base articles. The report displays a chart grouped by the subject of the article or case, or by the product associated with the case.

Administrative

The following default administrative report is available:

• User Summary Report

  Use this report to identify contact information and Microsoft Dynamics CRM Online security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. for all Microsoft Dynamics CRM Online users.

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