Reporting in Microsoft CRM
There are three ways to handle reports in Microsoft CRM
Built in Reports
Microsoft CRM comes with a range of built in reports which you can use
at the touch of a button
Simple reports Using MS Excel
You can export data to an Excel spreadsheet at the touch of a button and use
all the normal excel reporting tools to develop reports and graphs
Quarterly Forecast
|
|
Apr |
May |
June |
|
John Smith |
$35,000 |
$42,000 |
$50,000 |
|
Mario Patel |
$45,000 |
$23,000 |
$40,000 |
|
Peter Sharp |
$23,000 |
$26,000 |
$60,000 |
|
Garry Sharp |
$16,500 |
$30,000 |
$35,000 |
|
Jim Dean |
$28,000 |
$33,000 |
$40,000 |
Custom Reports
You can use tools such as SQL Reporting Services or Crystal Reports to generate any
report you require. In simple terms if any information entered can be extracted in a report
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