CRM Software Support Center
INTRODUCTION TO REPORTS


Standard and Custom Reports

Easily use and create reports to help you manage your Accounts, Contacts, Campaigns, Cases, Documents, Forecasts, Leads and Solutions.
  • Use the standard reports in the Generate Reports section of the home tab page for most data types. For a list of all available pre-defined reports, see the Reports tab page.
  • You can also create custom reports for most data types to help you view the information that is most important to your business.
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