Thursday, February 26, 2009

MS CRM: Identify neglected accounts, leads, and cases using default reports

Default reports for viewing neglected accounts, leads, and cases all work basically the same. You specify a parameter to define how long a record has been neglected and how to group the data. For the Neglected Accounts report, you can also select whether to include subcontacts and subaccounts.

Run the Neglected Accounts report:

1. In Workplace, under My Work, click Reports, and then double-click Neglected Accounts. The default filter appears. You can modify the filter as needed.

2. Click Run Report.

3. On the next screen, select the number of days that you define as neglected, select the grouping, and then click View Report. You'll see a chart grouped the way you specified.

4. Click an area of the chart to see the details.

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