September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Reports are divided into categories so that they can be easily found. This is especially useful when working with many custom reports in the organization.
By default, only the following four categories are created in the system, but you can easily create more as necessary:
• Administrative Reports
• Marketing Reports
• Sales Reports
• Service Reports
Each category has a predefined view to filter and is easily accessible, as shown in Figure 11.7.
Figure 11.7 Report Categories.

A new feature of CRM 2011 allows the user to access the reports categories or views with fewer clicks than the previous version. So, if you are not in the reports ...