Standard reports
There are three types of standard report:
- List reports create rows and columns of information based on selected criteria. For example, Company list by segment displays a list of companies in selected industry segments, such as all companies in the computer - software segment.
- Cross tabular reports create a record count across an X and Y axis based on selected criteria. For example, Activities logged report by user shows the number and type of communications logged by specified users. The search criteria includes the Date/Time field from the communication. This report includes a chart graphic.
- Historical reports provide a static view of a record at previous points in time. For example, Opportunity closing history shows opportunities that were opened during a specified time period. You can add other search criteria.
- Summary reports show a quick overview of account information. They're available from the Summary tab of companies, people, opportunities, and cases. For example, Person summary creates a one-page report with key information about a person including their contact details and a summary of the most recent interactions the person has had with your business.
If you've appropriate permissions you can also generate report output from any search list, saved search, or group. For more information, see Exporting a list report.
A standard installation includes sample reports in the following categories:
- Activity
- Campaigns
- Communications
- Customer Service
- General
- Lead
- Marketing
- Sales
- Outbound Calls
- Administrator
- Dashboard
