Microsoft® Office Outlook® 2007 Inside Out

Creating Reports

What would a CRM system be without reports? Business Contact Manager includes a range of predefined reports that you can use as is or customize to suit specific needs. There are reports for accounts, business contacts, business projects, opportunities, leads, and marketing campaigns, as well as activity reports by account, business contact, and opportunity.

To create a report, click the Business Contacts Manager menu, choose Reports, and then choose the report category and specific report you want to view. A report window opens and displays the report, as shown in Figure 19-33.

Figure 19-33. Business Contact Manager includes several ...