Reports Available for Custom Report Snapshots

The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.

The following reports can be customized to create custom report snapshots.

• Alt.Sales and Billings Forecast vs. Quota

• Campaign ROI Analysis Summary

• Campaign Response Summary

• Closed Case Analysis Summary

• Customers by Partner Summary

• Customer Profitability Summary

• Earned Value by Project

• Forecast (Outstanding) by Customer Summary

• Forecast by Item Summary

• Forecast by Sales Rep Summary

• Forecast by Status Summary

• Forecast by Customer Summary

• Hosted Page Hits Detail

• Hours & Earnings

• Internal Search Summary

• Inventory Revenue Summary

• Item Orders Summary

• Lead Source Analysis Summary

• Open Case Analysis Summary

• Open Invoices

• Open Sales Orders

• Page Hits Detail

• Page Hits Summary

• Partner Activity Summary

• Payroll Liabilities

• Pipeline by Sales Rep Summary

• Pipeline by Status Summary

• Pipeline by Customer Summary

• Prospect Analysis Summary

• Referrer Summary

• Sales Activity by Sales Rep Summary

• Sales by Customer Summary

• Sales by Item Summary

• Sales by Partner Summary

• Sales by Sales Rep Summary

• Sales Orders by Customer Summary

• Sales Orders by Item Summary

• Sales Orders by Partner Summary

• Sales Orders by Promotion Code Summary

• Sales Orders by Sales Rep Summary

• (Search Engine) Keywords Summary

• Time by Customer Summary

• Time by Employee Summary

• Time by Item Summary

• Total Open Estimates

• Total Open Opportunities Detail

• Total Pipeline by Customer Summary

• Total Pipeline by Sales Rep Summary

• Total Pipeline by Statuses Summary

• Utilization by Employee (deprecated)

General Notices