Find G4 Report Equivalents in G5
Today’s Updates
Use the Today’s Updates report in the Reports workspace for a comprehensive list of activities updated today.
Use the Home Workspace to get a simple list of activities that start Today, and print a report of them.
Action To Do
To get a list of things you need to do you can look at the My Tasks and Today’s Agenda sections of the Home workspace.
You can filter My Contacts Recent Activities to see all Scheduled Items and Tasks.
You can also look directly at the Schedule and Task workspaces. Both workspaces have reports you can run listing the activities for today. The Task workspace can also be filtered in a variety of ways to see the list of tasks you want.
For a detailed list of Activities due today, the Reports workspace has a variety of Activity Reports to suit your needs, and each can be customized.
Opportunities Due
The Opportunities workspace can be sorted by: Expected Close the Expected Close Date. You can then filter out any already closed opportunities and run an Opportunity report.
Opportunities in the Reports workspace are split into two types.
- Parent Opportunities use the Opportunity reports.
- Product Opportunities use the Deal reports.
In both cases you can see both Upcoming and Overduereports.
Overdue Actions
You can filter the Service Requests workspace using the All Overdue Service Requests tab, and print a report.
The Tasks workspace can similarly be filtered by the My Tasks Past Due tab, and a report run on it as well.
Weekly Statistics
A dashboard in the Reports Workspace called Weekly Statistics has been provided for your use.
No Contact
The Service Level Management workspace has been designed to handle this now. Familiarize yourself with how it works with these articles.
You can run reports in this workspace as well.
Related Articles
Reports workspace
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