Overview of Reports in Customer Relationship Management

Overview

This document lists the reports that are available in Customer Relationship Management by business function along with the relevant variables in this area. The embedded reports available in this area are also listed.

Reports

Business Function

Assigned Reports

Marketing

Sales

Customer Service

Common Variables

The following list provides selected variables that are associated with reports in this area.

Name

Description

Sales Unit

Enter the sales units for which you want to run the report.

Sales Organization

Enter the sales organizations for which you want to run the report.

Calendar Year

You specify the year.

Calendar Year/Month

You specify the month of a year.

Calendar Year/Quarter

You specify the quarter of a year.

Calendar Year/Week

You specify the week of a year.

Account

You can restrict the display to a specific account.

Country

You can restrict the display to a specific country.

ABC Classification

You can restrict the display to a specific ABC Classification.

Product

You can restrict the display to a specific product.

Product Category

You can restrict the display to a specific product category.

Embedded Reports

Embedded reports are often displayed in the Overview views of work centers and provide a graphical display of a specific aspect of report data.

Area

Embedded Reports

Sales

Won/Lost Opportunities

Sales Order Volume

Invoice Volume

Service

Service Request Backlog

Service Order Backlog

See Also

REPORTS VIEW

OVERVIEW OF DATA SOURCES IN CUSTOMER RELATIONSHIP MANAGEMENT