Customer and sales reports
In the CRM Report group, you can find:
- Reports about a selected customer or customers (8)
- Reports about sales activities (6)
- Reports about forecasted opportunities (8)
- Reports about sales orders (1)
- Reports about sales performance and sales analysis (4)
- Reports that export customer data to .csv or XML (3)
- Reports about the client portal (1)
Click the link that best describes the report you are looking for. We document all available reports, but keep in mind:
- Your security level may not give you access to a specific standard report, or data in that report. Access is subject to security permissions.
- The LiveReport you are looking for may not have been published to you, or you may not have access to data in the report.
Contact your Autotask Administrator to obtain the required permissions.
