Relationship management reports in Business Central
This article describes reports available for relationship management.
Explore relationship management reports with Report Explorer
To get an overview of the reports that are available for relationship management, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Sales and Marketing heading, choose Explore.
To learn more, go to Finding pages and reports with the role explorer.
Relationship management report overview
The following table describes the reports that are available in relationship management.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Get list of all your contacts, including related opportunities and to-dos. | Contact - List | About Contact - List | 5050 |
| Get an overview of your contact companies, including related interactions and to-dos. | Contact - Company Summary | About Contact - Company Summary | 5051 |
| Get information about a contact person, including related interactions and to-dos. | Contact - Person Summary | About Contact - Person Summary | 5053 |
| Get cover sheets to send to one or more of your contacts. | Contact - Cover Sheet | About Contact - Cover Sheet | 5055 |
| Print mailing labels with the names and addresses of your contacts. | Contact - Labels | About Contact - Labels | 5056 |
| Review which salespeople handle which opportunities. | Salesperson - Opportunities | About Salesperson - Opportunities | 5058 |
| Get an overview of the information related to a campaign. | Campaign - Details | About Campaign - Details | 5060 |
| Get a list of all your opportunities, including information about the sales cycle of the opportunity and related contacts and campaigns. | Opportunity - List | About Opportunity - List | 5061 |
| Get an overview of your sales cycles, including the number of opportunities currently at that stage and the estimated and calculated current values of opportunities. | Sales Cycle - Analysis | About Sales Cycle - Analysis | 5062 |
| Review the distribution of contacts across segments. | Segment - Contacts | About Segment - Contacts | 5063 |
| Get or print cover sheets for your segments. | Segment - Cover Sheet | About Segment - Cover Sheet | 5064 |
| Print handouts for a profile questionnaire. | Questionnaire - Handouts | About Questionnaire - Handouts | 5066 |
| Print labels with the names and addresses of contacts for your segments. | Segment - Labels | About Segment - Labels | 5065 |
| Show test reports of your profile questionnaires. | Questionnaire - Test | About Questionnaire - Test | 5067 |
| Get an overview of sales stages, to-dos, and planned to-dos for an opportunity. | Opportunity - Details | About Opportunity - Details | 5068 |