The following Access Crystal Reports are available for the CRM module:

Campaign Detailed Report - This report contains the full details of all existing campaigns. Both active and inactive campaigns are included; the Search can be used to list just active or just inactive campaigns if you prefer.

Campaign Records Report - The report will list each campaign record. Each line of the report will include the Campaign Code; Description; Start Date; Pipeline Value; Committed Sales Value; Actual Sales Value; Project code; Stage with a count against. The count is the number of Prospects or Customers that are currently at that stage of the campaign. Both active and inactive campaigns are included; the Search can be used to list just active or just inactive campaigns if you prefer. The Search can also be used to limit the report to the required selection of campaigns.

Closed Estimates Report - This report analyses the progression of an estimate order from the time it is entered into the system to when it is invoiced via conversion to a live order. The report groups by month and displays the order and invoice values. The columns of the report are: Customer Code; Order No.; Current Order Status; Date entered; Net Order Value; Invoice Date; Invoiced Value; Campaign Code and Campaign description. The report has totals and record counts and is sorted by date and order number. Orders that are entered in one month and invoiced in another will appear in two different month group/sections.

Mail Order Schedule (Landscape) - This report lists sales orders that contain credit card information and have been processed as mail order transactions. This report helps to identify monies receivable from the Credit Card Companies and also commissions that will be charged by the Credit Card Companies.

My Contacts Report - This report will produce a list of all the contact records that have been entered in the system. To limit the report to include only the contact records that have been allocated to you, click the Search option and enter your User ID against the Allocated User search option. The list will then be filtered by the User Id you have entered. The report is in landscape format and includes all the details from each contact record. Contact records flagged as Exclude Contact from List will be included in this report.

My Records Report - This report will produce a list of all the Prospect and Customer records that have been entered in the system. To limit the report to include only the records that contain contact records that have been allocated to you, click the Search option and enter your User ID against the Allocated User search option. The list will then be filtered by the User Id you have entered. The report is in landscape format and includes all the Company level information from each Prospect/Customer record.

Outstanding Sales Orders Analysis -

Pipeline Report - This report will list your pipeline entries. The report includes Prospect/Customer Code; Estimate/Order Number; Campaign Code; Entered by; Sort Key; User Sort Keys 1 to 3; Close Date; Total Value; Probability and Pipeline Value (Total Value multiplied by probability).

Price Records - 4 variations

Sales Order Error Log (Landscape) -

Sales Order Profit - 5 variations

Sales Orders Current Batch - 2 variations, both are Landscape

Tasks Report - Use this report to print a list of the tasks associated with your Prospect and Customer records. The report columns include Task Type; Task Action Date; Action by User; Status; Entered by; Date Created; Prospect/Customer Code; Contact Name and number of Days Outstanding. The number of Days Outstanding is the days that are left until the Task Action Date is reached. This is calculated as the Task Action Date less today’s date and is only shown if greater than zero.