Get a list of available reports

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Dynamics 365 for Customer Engagement includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customize them for your needs. For more information about customized reports, see Customize and organize reports.

Reports in Dynamics 365 for Customer Engagement apps

Category Description More information
Account insights Top revenue-generating accounts Account Distribution report
Overview of an account Account Overview report
Chronological account summary Account Summary report
Accounts that haven’t been contacted Neglected Accounts report
Marketing insights Summary of activities in a campaign Campaign Activity Status report
Compare campaigns Campaign Comparison report
Progress and status of campaigns Campaign Performance report
Sales insights Sales team performance against competitors Competitor Win Loss report
Activity patterns Activities report
Sales progress against goals Progress Against Goals report
Sales performance of reps Sales History report
Potential sales opportunities Sales Pipeline report
Compare effectiveness of lead sources for generating opportunities Lead Source Effectiveness report
Leads that haven’t been contacted Neglected Leads report
Product insights Products used by an account Products by Account report
Products used by a contact Products by Contact report
Invoice, quote, and order reports Line items of an invoice Invoices report
Accounts receivable Invoice Status report
Line items of a quote Quotes report
Line items of an order Orders report
Service insights Types of opened and resolved cases Case Summary Table report
Cases with no recent activity Neglected Cases report
Amount and length of service activities Service Activity Volume report
Activity patterns Activities report
Most searched knowledge base articles Top knowledge base articles report
Administrator reports List of users User Summary report

See also

Run a report
Share a report with other users or teams
Download a report
Create, edit, or copy a report using the Report Wizard
Edit the default filter of a report
Troubleshoot problems with data not displaying in a report