Built In Reports
How to Run the Opportunity Detail Report
The Opportunity Detail Report compiles all the information about one or more Opportunities in a report that makes it easy to view all at once. This report includes: The name of the Opportunity and the Household it is for. All details entered for the ...
How to Run the SLM Touches Report in the SLM
The SLM Touches Report is a report you can run in the Service Level Manager (SLM) or the Contact workspace. This document explains how it works in the SLM itself. Note: There is one major difference between this report in the SLM compared to its ...
How to Run Task Reports
A Task report provides an exported list of tasks based on a filter you select before running the report. It includes: Who the task(s) are for, and the filter used on the report. The description, status, and priority of each task. The start and due ...
Intro to Reports
You can generate two types of reports in G5. Built In Reports are associated with specific workspaces: Contacts, Schedule, Service Requests, and Tasks. You can save reports as Excel spreadsheets, PDF, or RTF formats. Custom Reports are customized ...
How to Create an Activities To Do Report in G5
An Activities to Do report will list open schedule items and tasks. Go to the Report workspace. Click Add Report. Select Activities . Click Blank Activities Report to open the report creation screen. Name the report Activities to Do . In the Details ...
How to Run the SLM Touches Report on the Contact Workspace
SLM Touches Report brings the SLM to the Contact Workspace. You can run it on a specific list of people, a specific SLM touch type, and/or a specific Touch Status. Best Practice: This report is most useful when you need to divide your SLM lists by ...
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 ...
Service Request Details Report
The Service Request Detail Report provides a detailed description of one or more service requests. For each service request, the report includes: The description The assigned user Who it’s for The status, priority, and severity Notes Optional: ...
Task Reports
Task reports base their results on the filters you have applied. There are two types of task reports, depending on the type of filter you are using: User Task Report – Details the tasks assigned to a single user. My Delegated Task Reports – Details ...
Schedule Reports
Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...
How to Run the My Contacts Recent Activities report
This report provides a printed summary of each activity that appears on the workspace of the same name. So, when you filter the workspace, the resulting report will have the same filter. This report will provide: The date each activity was last ...
Interaction (Print Note) report
The Interaction Report allows you to print the content of any note that appears on a Household's summary information. To print this report: Navigate to the Summary tab for a specific Household. On the Notes card, click the More Actions button for the ...
Phone Book report
The Phone Book report displays contact information as a printable phone book you can use as an off-line reference. Each page in the report contains two columns, and the contact data is listed alphabetically by last name. Depending on the information ...
Contact List Report
The Contact List report collects the address and communication information for Households or Contacts. It contains the following information for the selected Households or Contacts: Name Company (if a Contact) Status and tier The default address for ...
Detail Report
The Detail report contains the following information for one or more Contact Groups: First and last names for contacts or company names for Contact Groups. Information about the Contact Group that is contained in the Contact Group record. For ...