This appendix contains the following topics:
Section B.1, "JD Edwards EnterpriseOne CRM Sales Application Reports: A to Z"
Section B.2, "JD Edwards EnterpriseOne CRM Sales Applications: Selected Reports"
These tables list the CRM Sales application reports, sorted alphanumerically by report ID. The report tables are broken down into these categories:
Lead
Opportunity
Forecast
Action Plan/Activity
Competitor
Customer
Employee
Partner
Contact
Product Catalog
These reports are available for sales leads:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CB010A
Lead Tracking Report |
This report includes all leads that have been entered during the specified date range, organized by lead status. | Leads (G90CA0201), select Lead Tracking |
| R90CB010B
Lead By Product Category Report |
This report includes a list of leads for each product line. The report includes the lead name, company, city, and qualification score. | Leads (G90CA0201), select Lead By Product |
| R90CB010C
Lead By Lead Source Report |
This report includes a list of leads, organized by lead source. The report includes each lead's name, company, city, state, and phone number. The report also includes the total number of leads per lead source. | Leads (G90CA0201), select Lead By Lead Source |
| R90CB5161, Version XJDE5160
Lead Address Avery Report |
This report produces mailing labels for each active lead in the system in Avery 5160 label format. The report includes each lead's contact name, company name, street address, city, state, postal code, and country. | Leads (G90CA0201), select Lead Address (Avery 5160) |
| R90CB5161, Version XJDE5161
Lead Address Avery Report |
This report produces mailing labels for each active lead in the system in Avery 5161 label format. The report includes each lead's contact name, company name, street address, city, state, postal code, and country. | Leads (G90CA0201), select Lead Address (Avery 5161) |
| R90CB5161, Version XJDE5163
Lead Address Avery Report |
This report produces shipping labels for each active lead in the system in Avery 5163 label format. The report includes each lead's contact name, company name, street address, city, state, postal code, and country. | Leads (G90CA0201), select Lead Shipping Address (Avery 5163) |
| R90CB5161, Version XJDE5389
Lead Address Avery Report |
This report produces index post card labels for each active lead in the system in Avery 5389 label format. The report includes each lead's contact name, company name, street address, city, state, postal code, and country. | Leads (G90CA0201), select Lead Index Post Card (Avery 5389) |
| R90CB5161, Version XJDE5663
Lead Address Avery Report |
This report produces mailing labels for each active lead in the system in Avery 5663 label format. The report includes each lead's contact name, company name, street address, city, state, postal code, and country. | Leads (G90CA0201), select Lead Clear Address (Avery 5663) |
These reports are available for sales opportunities:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CB020A
Opportunities by Channels Report |
This report includes each active opportunity in the system, organized by channel. The report includes account name, description of the opportunity, probability of closing, and weighted potential. | Opportunity (G90CA0202), select Opportunities by Channel |
| R90CB020B
Opportunities by Probability Report |
This report includes a summary of all opportunities, grouped by probability. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report. | Opportunity (G90CA0202), select Opportunities by Probability |
| R90CB020C
Opportunities by Probability for a Sales Rep Report |
This report includes a summary of all opportunities, grouped by sales representative, and then by probability. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report. | Opportunity (G90CA0202), select Opportunities by Probability For Selected Sales Representatives |
| R90CB020D
Opportunities by Territories Report |
This report includes a summary of all active opportunities, grouped by territory. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report. | Opportunity (G90CA0202), select Opportunities by Territory |
| R90CB020E
Opportunities by Channels for a Sales Rep Report |
This report includes each active opportunity for selected sales representatives, organized by representative and then by channel. The report includes account name, description of the opportunity, probability of closing, and weighted potential. | Opportunity (G90CA0202), select Opportunities by Channel For Selected Sales Representatives |
| R90CB020I
Opportunity Summary Report |
This report includes summarized information for each selected opportunity. The report includes probability, potential, activity information, sales drivers used, qualification steps, and notes about the opportunities. | Opportunity (G90CA0202), select Opportunity Summary |
These reports are available for sales forecasts:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CB06A
Forecast - Frozen Forecast Status Report |
This report displays a frozen forecast with all of the forecast's associated opportunities as of the current date. The report enables users to review the change, if any, in the dollar amounts for opportunities between the current date and the date the forecast was frozen. | Forecast (G90CA0203), select Frozen Forecast Status |
| R90CB020F
Opportunity Pipeline Review by Close Date Report |
This report includes information such as company, lead source, probability, potential, and sales cycle, for all opportunities with a close date that is within the specified date range. | Forecast (G90CA0203), select Pipeline Review By Close Date |
These reports are available for activities and action plans:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA014A
Action Plan List Report |
This report includes summary information about all action plans, such as the description of the plan, and the list of included activities. The report also includes additional information about each activity, such as the activity type, the assignee, when the activity should begin, and when the activity should be completed. | Action Plan/Activity (G90CA0204), select Action Plan Listing |
| R90CA1301B
Activities for a Customer Contact Report |
This report includes all assigned activities for each customer. The activities are grouped by customer, and include the activities contact name, phone number, description, date scheduled, start time, and activity type. | Action Plan/Activity (G90CA0204), select Activities By Customer |
| R90CA13D
Periodic Planner Report |
This report displays selected users schedules, including activities and to do items, for a specified period of time. The report also includes all related details for each activity or to do item. | Action Plan/Activity (G90CA0204), select Activity - Periodic Planner |
These reports are available for competitors:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA060A
Competitor Item Sheet Detail Report |
This report includes all information about a competitor and their products. You can use this report to compare the products from your organization with those of the competitors. | Competitor (G90CA0205), select Competitor Product Selected |
These reports are available for customers:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA080B
Customer/Contact Summary Report |
This report includes summary information for all customer records in the system. The report includes the associated contact names for each customer, along with information for each contact. | Customer (G90CA0206), select Customer Contact Summary |
| R90CA080G
Customer Summary - Selected Report |
This report includes summary information about selected customers, such as sales team members, opportunities, and contacts. | Customer (G90CA0206), select Customer Summary |
| R90CA0111A
Contacts for a Customer Report |
This report lists each contact, along with the associated contact information for each selected customer. | Customer (G90CA0206), select Contacts by Customer |
These reports are available for employees:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA0101E
Employee Phone List Report |
This report includes all active employees in the system, along with their titles and phone numbers. | Employee (G90CA0207), select Employee Phone List |
These reports are available for partners:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA01B
Partner Listing Report |
This report includes all partners in the system, along with summary information about each partner, such as the name, address, contact information, and URL. | Partner (G90CA0208), select Partner List |
These reports are available for contacts:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA070AA
Contact Summary Shipping - Avery 5163 Report |
This report produces shipping labels for each contact in the system in Avery 5163 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Contact (G90CA0209), select Contact Address Shipping (Avery 5163) |
| R90CA070B
Contact Summary Shipping - Avery 5160 Report |
This report produces mailing labels for each contact in the system in Avery 5160 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Contact (G90CA0209), select Contact Address (Avery 5160) |
| R90CA070C
Contact Avery 5161 Report |
This report produces mailing labels for each contact in the system in Avery 5161 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Contact (G90CA0209), select Contact Address (Avery 5161) |
These reports are available for product catalogs:
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R90CA55CAT
Product Catalog List Report |
This report includes all product catalogs, along with the available products associated with each catalog. | Product Catalog (G90CA02010), select Product Catalog List |
These reports are listed alphanumerically by report ID in this appendix.
This report includes all assigned activities for each customer. The activities are grouped by customer, and include the activities contact name, phone number, description, date scheduled, start time, and activity type.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify default information that is used to process the report.
Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).
This report displays selected users schedules, including activities and to do items, for a specified period of time. The report also includes all related details for each activity or to do item.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the dates that are used when creating the report.
Use this processing option to specify the beginning date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.
Use this processing option to specify the end date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.
These processing options specify the types of information to print on the report.
Use this processing option to specify whether the system prints the Task section on the report. If you leave this option blank, the system includes the Task section and the Activities section on the report. If you enter 1 in this option, the system includes only the Activities section on the report. Values are:
Blank: Include Task Section.
1: Do Not Include Task Section.
This report includes summary information for all customer records in the system. The report includes the associated contact names for each customer, along with information for each contact.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify default information that is used to process the report.
Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).
Use this processing option to specify which customer URL to print on the report. Values are stored in UDC (01/ET).
Use this processing option to specify which customer email address to print on the report. Values are stored in UDC (01/ET).
Use this processing option to specify which customer address to print on the report. Values are stored in UDC (01/AT).
This report includes all active employees in the system, along with their titles and phone numbers.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify default information that is used to process the report.
Use this processing option to specify the search type that is used to identify employees. Values are stored in UDC (01/ST).
Use this processing option to specify the phone number type that is used to specify the employee phone number that you want to print on the report. Values are stored in UDC (01/PH).
This report lists each contact, along with the associated contact information for each selected customer.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify default information that is used to process the report.
Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).
Use this processing option to specify which customer fax number to print on the report. Values are stored in UDC (01/PH).
Use this processing option to specify which customer address to print on the report. Values are stored in UDC (01/AT).
This report includes all leads that have been entered during the specified date range, organized by lead status.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the date range to use for lead tracking.
Use this processing option to specify the beginning date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.
Use this processing option to specify the end date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.
This report includes each active opportunity in the system, organized by channel. The report includes account name, description of the opportunity, probability of closing, and weighted potential.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunities by Channel report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes a summary of all opportunities, grouped by probability. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunities by Probability report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes a summary of all opportunities, grouped by sales representative, and then by probability. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunities by Probability for a Sales Rep report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes a summary of all active opportunities, grouped by territory. The report includes the account's name, description of each opportunity, probability of closure, potential of the opportunity, and weighted average. The potential and weighted averages are totaled for each probability group, and grand totals are listed at the end of the report.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunities by Territories report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes each active opportunity for selected sales representatives, organized by representative and then by channel. The report includes account name, description of the opportunity, probability of closing, and weighted potential.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunities by Channels for a Sales Rep report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes information such as company, lead source, probability, potential, and sales cycle, for all opportunities with a close date that is within the specified date range.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the beginning date in the date range for which you want to track opportunities that are included in the pipeline. If you leave this option blank, the system uses today's date.
Use this processing option to specify the ending date in the date range for which you want to track opportunities that are included in the pipeline. If you leave this option blank, the system uses today's date.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Pipeline Review By Close Date report. If you leave this option blank, the system uses USD (United States Dollars).
This report includes summarized information for each selected opportunity. The report includes probability, potential, activity information, sales drivers used, qualification steps, and notes about the opportunities.
Processing options enable you to specify the default processing for programs and reports.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
For reports, processing options enable you to specify the information that appears on reports. For example, you set a processing option to include the fiscal year or the number of aging days on a report.
Do not modify JD Edwards EnterpriseOne demo versions, which are identified by ZJDE or XJDE prefixes. Copy these versions or create new versions to change any values, including the version number, version title, prompting options, security, and processing options.
These processing options specify the default information that the system uses to process opportunity information.
Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Opportunity Summary report. If you leave this option blank, the system uses USD (United States Dollars).