Running a Report

There are three types of standard report:

• List. Creates rows and columns of information based on the criteria selected.
• Cross Tabular. Creates a record count across an X and Y axis based on the criteria selected.
• Historical. Creates a report giving a static view of a record at previous points in time.

Summary reports, which show a quick overview of account information, are available from the Summary tabs of:

• Companies
• People
• Opportunities
• Cases

If you have appropriate permissions you can also generate report output from any search list, saved search, or group.

Go to Running Reports home page...

See Also:

Example: Company List by Segment (List)

Example: Activities Logged Report by User (Cross Tab)

Example: Opportunity Closing History (Historical)

Example: Person Summary Report

Example: Exporting a Company List from a Search List

Saving Report Search Criteria

Changing the Report Display Options