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    SQL Server 2000 Report Pack for Microsoft CRM

    Language:
    English
    A set of six reports based on Microsoft Business Solutions CRM version 1.2 and a sample database to let you easily visualize and author managed reports to support key sales activities.
    • Version:

      1.0

      File Name:

      SQLReportPackCRM.msi

      Date Published:

      9/27/2004

      File Size:

      9.8 MB

        The SQL Server 2000 Report Pack for Microsoft CRM is a set of six Microsoft SQL Server 2000 Reporting Services reports that work with the Microsoft CRM 1.2 sample database.

        With the Report Pack, you have the choice of using the sample reports either as-is or as templates for designing new reports using the SQL Server Reporting Services Report Designer.

        This Report Pack includes the following reports:

        • Account Chart
          Shows a doughnut chart of revenue grouped by Account, Industry, Salesperson, State/Province, Status, or Territory. You can also filter the report to show the groupings for only the top n accounts.


        • Account Details
          Shows detailed account information. This report lets you group the Account Details by City, Industry, Salesperson, State/Province, Status, Territory, or ZIP/Postal Code. You can also filter by the first letter of the Account Name, and view results in the document map.


        • Customer Account Details
          Shows detailed account information for a single customer. This report has the same layout as the Account Details report, and it is a subreport linked to the Pipeline report.


        • Knowledge Base List
          Shows a list of knowledge base articles by subject. This report is organized in a table to show what articles exist for each subject and the count of articles by status area for each subject area.


        • Lead Summary
          Displays a summarized list and chart of lead information. This report includes a chart to show the percentage of leads by Salesperson, Lead Source, or State/Province, followed by a table that displays a detailed list of leads grouped by the selected parameter.


        • Pipeline
          Shows details about potential customers that are in the pipeline. This report includes a chart embedded into a table, as well as attributes of the opportunities. The report can be sorted ascending or descending by a number of fields: Customer, Close %, Est Close, Est Value, Salesperson, and Status. This report is also linked to the Customer Account Details report.


        Note: This software is licensed “as-is.” It is not supported, and you bear the risk of using it. Microsoft gives no express warranties, guarantees or conditions.
    • Supported Operating System

      Windows 2000 Advanced Server, Windows 2000 Professional Edition , Windows 2000 Server, Windows Server 2003, Windows XP Professional Edition


        • Microsoft SQL Server 2000 SP3a or later

        • Microsoft SQL Server 2000 Reporting Services SP1 or later

        • Microsoft Internet Explorer 6.0 or later

        • Microsoft Visual Studio .NET 2003 with Report Designer installed (optional)

        • Approximately 10 megabytes (MB) of available hard disk space to download the installation package

        • Approximately 42 MB of available hard disk space for the installed files in the target location

        1. Download the file by clicking the Download link (above) and saving the file to your hard disk.

        2. Launch the SQLReportPackCRM.msi program file on your hard disk to start the setup program.

        3. Follow the instructions on the screen to complete the installation.

        4. Additional setup instructions are provided in the accompanying Readme file.


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