Reports and Report Options
These help topics provide descriptions of reports, report columns, and reporting options in the Reporting area.
Reports and Reporting Dialog Boxes
To display report descriptions and descriptions of reporting options, click the name of the report or dialog box in this list.
- Opportunities Report
The Opportunities report provides a list of opportunities and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs. - Organizations Report
The Organizations report provides a list of organizations and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs. - Contacts Report
The Contacts report provides a list of contacts and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs. - Report Options
The Reporting area provides a number of options for selecting reports, selecting records included on the reports, selecting report columns, and saving reports for future use. - Report Settings Dialog Box
Use the Report Settings dialog box to select a field to group by, to select the columns that display on the report, and to change the order of the columns. - Custom Opportunity Search Dialog Box
If the standard searches (Active, All, and Mine) for locating and selecting opportunities in the Opportunities area or for the Opportunities report are not satisfactory, use the Custom Opportunity Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Custom
Organization Search Dialog Box
If the default searches (Active, All, and Mine) for locating and selecting organizations in the Organizations area or for the Organizations report are not satisfactory, use the Custom Organization Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Custom Contact Search Dialog Box
If the default searches (Active, All, and Mine) for locating and selecting contacts in the Contacts area or for the Contacts report are not satisfactory, use the Custom Contact Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Save Report Dialog Box
Use the Save Report dialog box to specify the name of a new saved report.
Parent Topic: Reporting