2011 User's Guide Copyright

Default Reports

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

Sales

• 
  Account Distribution Report
  
• 
  Account Overview Report
  
• 
  Account Summary Report
  
• 
  Activities Report
  
• 
  Competitor Win Loss Report
  
• 
  Invoices Report
  
• 
  Invoice Status Report
  
• 
  Lead Source Effectiveness Report
  
• 
  Neglected Leads Report
  
• 
  Orders Report
  
• 
  Quotes Report
  
• 
  Sales Pipeline Report
  
• 
  Sales History Report
  
• 
  Neglected Accounts Report
  
• 
  Products by Account Report
  
• 
  Products by Contact Report
  
• 
  Progress Against Goals Report
  

Account Distribution Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. This report is generated from revenue that is based on opportunity records that are closed as won. Other revenue is not measured in the report.
  

• 
  Account form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Account Overview Report

For opportunities, this report displays two charts. The Active Opportunities by Probability chart displays the active opportunities grouped by the probability of the opportunities turning into a sale. The Opportunity by Current State chart displays the state the opportunities are currently in.

For cases, this report displays two charts. The All Closed Cases by Customer Satisfaction displays the closed cases grouped by customer satisfaction level. The All Cases by Status displays the cases grouped by the status.

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. By default, this report displays only accounts that have been modified within the last 30 days.
  

• 
  Account form
  
• 
  Appointment form
  
• 
  Case form
  
• 
  Contact form
  
• 
  E-mail form
  
• 
  Fax form
  
• 
  Opportunity form
  
• 
  Phone Call form
  
• 
  Service Activity form
  
• 
  Task form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Account Summary Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. This report cannot display more than 10 accounts at a time.
  

• 
  Activity form
  
• 
  Case form
  
• 
  Contact form
  
• 
  Contract form
  
• 
  Invoice form
  
• 
  Note form
  
• 
  Opportunity form
  
• 
  Order form
  
• 
  Quote form
  

To quickly view the Account Summary report for an account, open the account record. On the Account tab, in the Data group, click Run Report, and then click Account Summary.

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Activities Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. By default, this report only displays activities created within the last week. This report considers only the activities that are related to case and opportunity records.
  

• 
  Activity form
  

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 Creating and Using Workflows 215 Run a Report 127 Export Data to Excel 58 Customizing and Organizing Reports 91 Completing Sales Transactions 330 Work with Quotes 330

Competitor Win Loss Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. By default, this report displays only opportunities that have competitors associated, that the user running the report has permission to view, and that are in the country or region and time period specified by the person running the report.
  

• 
  Close Opportunity dialog box
  
• 
  Competitor form
  
• 
  Opportunity form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Invoices Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. If you run this report from a list without selecting any records, the report generates a customer-ready invoice for each invoice record in the system. If you run this report from within a specific record, the report generates a customer-ready invoice only for the record you were working with.
  

• 
  Invoice form
  

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 Creating and Using Workflows 215 Run a Report 127 Export Data to Excel 58 Customizing and Organizing Reports 91 Completing Sales Transactions 330 Work with Invoices 353

Lead Source Effectiveness Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. By default, this report displays all leads.
  

• 
  Lead form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Neglected Leads Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. By default, this report displays only active leads, with no activities or notes, in the number of days specified by the person running the report.
  

• 
  Lead form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Orders Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. If you run this report from a list without selecting any records, the report generates a customer-ready order for each active order record in the system. If you run this report from within a specific record, the report generates a customer-ready order only for the record you were working with.
  

• 
  Order form
  

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 Customizing and Organizing Reports 91 Completing Sales Transactions 330 Work with Orders 341

Quotes Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. If you run this report from a list without selecting any records, the report generates a customer-ready quote for each quote record in the system. If you run this report from within a specific record, the report generates a customer-ready quote only for the record you were working with.
  

• 
  Quote form
  

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 Creating and Using Workflows 215 Run a Report 127 Export Data to Excel 58 Customizing and Organizing Reports 91 Completing Sales Transactions 330 Work with Quotes 330

Sales Pipeline Report

Opportunities (potential sales) can be filtered based on the sales stages the opportunities are in. The sales process with stages can be implemented using a workflow (process). For more information, see Creating a sales process with stages using a workflow.

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report. If you group by product, this report cannot display user provided revenue from opportunities.
  

• 
  Opportunity form
  
• 
  Territory form
  

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 Creating and Using Workflows 215 Customizing and Organizing Reports 91

Sales History Report

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  

• 
  Account form
  
• 
  Contact form
  
• 
  Opportunity form
  

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 127 Export Data to Excel 58 Customizing and Organizing Reports 91