To complete the General tab
From the Send the report output list, select an output for the report.
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To send the report directly to the printer, select Printer. |
From the Create report for box, specify the contacts, groups, or companies to include in the report.
If your "My Record" is in the lookup, include information from it by clearing the Exclude 'My Record' check box. (These options are unavailable for opportunity reports.)
From the Use data managed by box, select whether to include All users or Selected users, and if necessary, select the users from the list.
To complete the Activity tab
Click the Activity tab.
From the Activities box, select which activities to include in the report: Calls, Meetings, To-Do's, Cleared, or Custom.
From the Date range list, select the date option you want to include in the report.
or
Click the Custom button and use the calendar selector to select your start and end dates. For field definitions, press F1.
From the Use data managed by box, select whether to include All users or Selected users, and if necessary, select the users from the list.
To complete the Note tab
Click the Note tab.
From the Notes box, select whether to include Notes in the report.
From the Date range list, select the date option you want to include in the report.
or
Click the Custom button and use the calendar selector to select your start and end dates. For field definitions, press F1.
From the Use data managed by box, select whether to include All users or Selected users, and if necessary, select the users from the list.
To complete the History tab
Click the History tab.
From the Histories box, select which history items to include in the report: History, E-mail, or Attachments.
From the Date range list, select the date option you want to include in the report.
or
Click the Custom button and use the calendar selector to select your start and end dates. For field definitions, press F1.
From the Use data managed by box, select whether to include All users or Selected users, and if necessary, select the users from the list.
To complete the Opportunity tab
Click the Opportunity tab.
From the Opportunities box, select which opportunities to include in the report: Open, Closed - Won, Closed - Lost, or Inactive.
From the Date Range list, select the date option you want to include in the report.
or
Click the Custom button and use the calendar selector to select your start and end dates. For field definitions, press F1.
From the Use data managed by box, select whether to include All users or Selected users, and if necessary, select the users from the list.
Running reports
When you run a report, you can specify the information that appears on the report by selecting the type of report you want to run and then selecting the filter options for it. You can set filters each time that you run a report, or you can save filter settings with a report template so that the filters are applied each time you run the report. For more information, see Filtering data in report templates.
To run a report
Perform a lookup of contact records or display a single contact record that you want to include in the report.
(Optional) If you want contacts in the report to appear in a particular order, such as alphabetically, sort the contacts before running the report.
From the Reports menu, run a contact report by clicking the report title that you want to run.
or
From the Reports menu, run a group, company, or opportunity report by pointing to Group Reports, Company Reports, or Opportunity Reports, and then clicking the report title.
The Define Filters dialog box appears. The tabs that appear on the Define Filters dialog box vary depending on the type of report you are running. For field definitions, press F1.
Complete the fields in the General tab.
Complete the fields in the Activity tab.
Complete the fields in the Note tab.
Complete the fields in the History tab.
Complete the fields in the Opportunity tab.
Click OK.
To run a report not listed on the Reports menu
To run a contact report, from the Reports menu, click Other Contact Reports.
To run a group report, from the Reports menu, point to Group Reports, and then click Other Group Reports.
To run a company report, from the Reports menu, point to Company Reports, and then click Other Company Reports.
To run an opportunity report, from the Reports menu, point to Opportunity Reports, and then click Other Opportunity Reports.