General Reports

There are twelve General Reports in BuddyCRM.

 

Record List By Field Selection – gives a list of all the accounts/leads, with the selected fields as per the filter criteria

Record By Rating And Account Profile – gives a sorted list of all the leads with company name, lead name, account profile and rating detail as per the filter criteria

Full Address Print Of Entire Database – gives a list of all the accounts/leads with complete address (Street, City, State, Zipcode and Country) as per the filter criteria

History Print By Specific Record – gives a list of all the accounts/leads with counts of appointments, calls, tasks, closed opportunities, cases and submitted quotes as per the filter criteria

Completed Activities For All Records – gives a list of all the accounts/leads with counts of completed appointments, calls and tasks as per the filter criteria

Records With Appointment Due In Date Range – gives a list of all the accounts/leads having appointments due in the selected date range as per the filter criteria

Records With Appointment Overdue In Date Range – gives a list of all the accounts/leads having appointments overdue in the selected date range as per the filter criteria

Documents Sent Within A Date Period – gives a list of all the accounts/leads with the selected fields and count of documents sent within the selected date range as per the filter criteria

Quotes Sent Between Date Range – gives a list of all the accounts/leads to whom quotes were sent during the selected date range, with the selected fields as per the filter criteria

Average Price Quoted By Product Code Selected – gives the average quoted pricing details for the selected product as per the filter criteria

Activity By Contact – gives activity details with multiple contacts

Cases Report – gives a list of all cases