Default Reports
Microsoft Dynamics CRM has four categories of default reports: sales, marketing, service, and administrative.
This topic shows you how to use the different reports. To find more information, when you generate a report, click Help, and then click Help on This Page.
Sales
The following default sales reports are available:
- Account Distribution Report
- Account Overview Report
- Account Summary Report
- Activities Report
- Competitor Win Loss Report
- Invoices Report
- Invoice Status Report
- Lead Source Effectiveness Report
- Neglected Leads Report
- Orders Report
- Quotes Report
- Sales Pipeline Report
- Sales History Report
- Neglected Accounts Report
- Products by Account Report
- Products by Contact Report
- Progress Against Goals Report
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Top of pageMarketing
The following default marketing reports are available:
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Service
The following default service reports are available:
- Case Summary Table Report
- Neglected Cases Report
- Service Activity Volume Report
- Top Knowledge Base Articles Report
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Administrative
The following default administrative report is available:
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