Competitor By Opportunity Status

The Report on Reports

Posted by Kristin Lisson on December 09, 2011
Administrator, Blog, End User / No Comments

If there ever was such an unwarranted, ridiculous, and devious list, I believe this would be
The Top 5 Sage SalesLogix Reports for the Holiday Season:

5. (History) History by Contact: Have you ever wondered if you can find not only who made the last change to a record, but what it was that they changed? Or maybe you changed a value, and now you want to change it back, but you can’t remember what it was. Use this report to see a list of all history—including database changes— for any account to which you have access. Now you no longer have to bribe your SalesLogix Administrator to look up something for you, and instead you can keep those reindeer-shaped cookies and almond bark pretzels all to yourself!

4. (Labels) A4 Avery L7159 – Address: Getting ready to send out office holiday cards of you and your staff dressed as adorable penguins wearing Santa hats? Make distribution easy by printing address labels for all of the contacts who made it on your “Nice” list this year.

3. (Sales Order) Sales Order Detail: Don’t have ERP Link configured yet? Surprise your back office staff with printed sales orders rolled up as stocking stuffers!

2. (Ticket) Support Ticket Knowledge Base Summary – Sample: What better activity to plan at the holiday office party than ticket knowledge base trivia?! The winner gets to pick a prize from the Ugly Christmas Sweater trunk.

1. (Opportunity) Competitor By Opportunity Status: Nothing says holiday spirit like finding out who your top competitors are and leaving a flaming fruitcake at their doors.*

*Do not actually do this. In fact, Sage is not responsible for cavities, embarrassment, paper cuts, regret, injuries, or any other consequence from reading this list. We hope you learned something about the power of reports! Happy Holidays!

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