Report Menu Links on Other Tabs

Tabs other than the Reports tab may include Reports menu links with links for individual reports that relate to each tab's business area. Here are some examples of report links for different roles. Each link includes links for individual reports.

• For Financial/Accounting roles:

  • Customers tab: Sales Reports, Sales Orders Reports, Customer/Receivables Reports

  • Vendors tab: Vendor/Payables Reports

  • Payroll & Employee/HR tab: Time Tracking Reports, Payroll Reports

  • Financial tab: Reports

• For Marketing roles:

  • Leads tab: Reports

  • Campaigns tab: Reports

• For Sales roles:

  • Leads tab: Lead Reports

  • Opportunities tab: Reports

  • Customers tab: Customer Reports

  • Forecast tab: Reports

• For Support roles:

  • Cases tab: Reports

  • Customers tab: Reports

• For Web Site roles:

  • Web Site tab: Reports

  • Sales tab: Reports

  • Contacts tab: Reports

Related Topics

• Access to Reports

General Notices