JD Edwards EnterpriseOne CRM Fundamentals Reports: A to Z
This table lists the CRM Fundamentals reports, sorted alphanumerically by report ID.
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 |
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 |
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. |
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 |
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) |
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 |
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 |
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 |