Contact reports

Report file name (template)

Information included in report

Contact Report

Contact Report.rep

All contact information including notes, history, and activities for each contact.

Contact Directory

Contact Directory.rep

Primary address and home address for each contact.

Phone List

Phone List.rep

Company name, company phone number, phone extension, and mobile phone number for each contact.

Activities

Activities.rep

Information about the activities scheduled with each contact during a specified date range.

Notes/Histories

Notes-Histories.rep

Notes and history items for each contact during a specified date range.

History Summary

History Summary.rep

List of tasks completed by each contact during a specified date range, including: calls made, meetings held, and opened opportunities.

History Summary Classic

History Summary Classic.rep

Total number of attempted calls, completed calls, meetings held, and letters sent for each contact during a specified date range.

History Time Spent

History - Time Spent.rep

Total time spent completing activities.

Contact Status

Contact Status.rep

Information about the contact status, including the last reach, last e-mail, and the last time the contact record was edited.

Source of Referrals

Source of Referrals.rep

Referred By information for each contact.

*E-mail List

Email List.rep

Lists contact names and their primary e-mail addresses.

*Task List

Task List.rep

Information about the activities scheduled with each contact and the status of each activity during a specified date range.

Group reports

Report file name (template)

Information included in report

Group Membership

Group Membership.rep

List of all groups and their members.

Group Summary

Group Summary.rep

Notes, histories, activities, and opportunities for all groups.

Group Comprehensive

Group Comprehensive.rep

All information (including notes, histories, activities, and opportunities) for each group and subgroup.

Group List

Group List.rep

List of all groups.

Company reports

Report file name (template)

Information included in report

Company Membership

Company Membership.rep

List of all companies and their members.

Company Summary

Company Summary.rep

Notes, histories, activities, and opportunities for all companies.

Company Comprehensive

Company Comprehensive.rep

All information (including notes, histories, activities, and opportunities) for each company.

Company List

Company List.rep

List of all companies.

Company Directory

Company Directory.rep

List of company addresses and phone numbers.

Opportunity reports

Report file name (template)

Information included in report

Totals By Status

Opportunities by Status.rep

Opportunity totals.

Adjusted for Probability

Opportunities Adjusted for Probability.rep

All opportunities by contact, with totals.

*Lost Opportunities by Competitor

Lost Opportunities by Competitor.rep

Lost opportunities listed by competitor.

*Lost Opportunities by Reason

Lost Opportunities by Reason.rep

Lost opportunities listed by reason.

*Lost Opportunities by Record Manager

Lost Opportunities by Record Manager.rep

Lost opportunities listed by record manager.

Pipeline Report

Pipeline report.rep

All open opportunities by contact and stage.

Opportunities By Record Manager

Opportunities by Record Manager.rep

Open opportunities by Record Manager.

*Opportunities by Company

Opportunities by Company.rep

Summary information for each company and any open opportunities.

Opportunities by Contact

Opportunities by Contact.rep

Summary information for each contact and any open opportunities.

*Opportunities by Group

Opportunities by Group.rep

Summary information for each group and any open opportunities.

Opportunity Graph

Not applicable

Forecasted or closed opportunities, in a bar or line graph. For more information, see Creating an opportunity graph.

Opportunity Pipeline

Not applicable

The number of opportunities at each stage of the sales process, in a graphical form. For more information, see Creating an opportunity pipeline.

*Opportunities Referred By

Opportunities Referred By.rep

Opportunities listed by who referred the opportunity.

*Sales by Reason

Sales by Reason.rep

Closed/Won opportunities listed by reason.