Document number: 11291

 

The security of the Account and Customer reports is based upon the security in Customer1. A user will only see those customers for which they are associated with an existing Opportunity. Meaning, they are either the Sales Owner or on the Sales Team. A sales manager will see their sales reps' Opportunities.

Account Plan

Partner Report

 

---

Account Plan

Steps to run this report:

1. Navigate to eReports
   
   For more information on how to access eReports, see Eureka! document 11285 — eReports
   
   
2. Click on New Index, then select eReports.
   
   
3. Choose CRM Reports, then click on Sales Reports.
   
   
4. Select the Account Plan link and enter an Account as your parameter.
   
   
5. Click Finish to run the report.
   
   For more information on viewing a report after it has completed, see Eureka! document 11285 — eReports
   
   
6. A drill through link to the Pipeline information associated with the account is available by clicking on the Customer hyperlink at the top of the report.
   
   
7. From the Pipeline data, a user can drill through to an individual opportunity by clicking on the hyperlink in the Opportunity ID column.

 

Click here to go back to the beginning of the document

---

Partner Report

Steps to run this report:

1. Navigate to eReports
   
   For more information on how to access eReports, see Eureka! document 11285 — eReports
   
   
2. Click on New Index, then select eReports.
   
   
3. Choose CRM Reports, then click on Sales Reports.
   
   
4. Select the Partner Report link and enter a Partner Name(s) and beginning and end dates, based upon estimated close date.
   
   
5. Click Finish to run the report.
   
   For more information on viewing a report after it has completed, see Eureka! document 11285 — eReports

Click here to go back to the beginning of the document

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/31/2001
Reviewed: 09/29/2004