Account Overview Report

Use this report to obtain a one-page overview of everything occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.

For opportunities, this report displays two charts. The Active Opportunities by Probability chart displays the active opportunities grouped by the probability of the opportunities turning into a sale. The Opportunity by Current State chart displays the state the opportunities are currently in.

For cases, this report displays two charts. The All Closed Cases by Customer Satisfaction displays the closed cases grouped by customer satisfaction level. The All Cases by Status displays the cases grouped by the status.

By default, this report displays only accounts that have been modified within the last 30 days.

The data in this report comes from:

• Account form
• Appointment form
• Case form
• Contact form
• E-mail form
• Fax form
• Opportunity form
• Phone Call form
• Service Activity form
• Task form

If some data is missing from the report, see Reasons why data may not be appearing in a report.

Note

This topic documents the default report A report that included in Microsoft Dynamics CRM. Default reports may have been customized or removed by your system administrator or system customizer. as it was shipped. To find out if this report has been customized, contact your report administrator or system administrator.