If out-of-the-box views and charts don't meet your requirements, then Microsoft Dynamics CRM 2013 also provides the option to create powerful reports using the marketing data you have captured with the help of Report Wizard. You can use the wizard to create a report that can render data from various marketing-related entities in a simple tabular format. It also provides features that allow you to group, summarize, and aggregate information. In addition, you will also have the option to embed charts and graphs as needed.
Microsoft Dynamics CRM 2013 provides a Report Wizard option that can be used to create new marketing reports within the CRM application. We will now see the steps involved in creating a simple tabular report to display the leads qualified monthly:
Microsoft Dynamics CRM provides a list of out-of-the-box marketing reports that can be directly used by marketers to analyze campaigns as shown in the following screenshot:
The marketing reports are fairly self-explanatory, and you can explore them as an exercise. For example, you can use the Campaign Comparison report to track the progress and status of your campaigns, and so on.
Reports in CRM have been extensively used to identify complex patterns in data and to provide business intelligence to support the decision making and strategic planning for organizations. Reports also provide the flexibility of being able to integrate them into the dashboard without the need for users to explicitly run the reports, making the most critical information instantly available to the users.