2011 User's Guide Copyright

Neglected Accounts 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 accounts, with no activities or notes, in the number of days specified by the person running the report.
  

• 
  Account form
  
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  Task form
  
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  Phone Call form
  
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  E-mail form
  
• 
  Letter form
  
• 
  Appointment form
  
• 
  Service Activity form
  
• 
  Campaign Response form
  
• 
  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

Products by Account 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 line items for orders that don't have a status of Canceled, and line items for opportunities that have a status of Won.
  

• 
  Close Opportunity dialog box
  
• 
  Opportunity form
  
• 
  Order form
  
• 
  Product 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

Products by Contact 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 line items for orders that don't have a status of Canceled, and line items for opportunities that have a status of Won.
  

• 
  Close Opportunity dialog box
  
• 
  Order form
  
• 
  Product 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

Marketing

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  Campaign Activity Status Report
  
• 
  Campaign Comparison Report
  
• 
  Campaign Performance Report
  

Campaign Activity Status 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 campaigns with activities or notes that were created within the dates specified by the person running the report.
  

• 
  Campaigns form
  
• 
  Campaign 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 Run a Report 127 Export Data to Excel 58 Customizing and Organizing Reports 91

Campaign Comparison 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 data available based on the two reports you select.
  

• 
  Campaigns 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

Campaign Performance 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 campaigns modified in the last 30 days.
  

• 
  Campaign Activity form
  
• 
  Campaigns form
  
• 
  Marketing List form
  
• 
  Product form
  
• 
  Sales Literature 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