- Report Templates

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Tip:

Templates are just a starting point - you can add new columns or criteria and summarise the data to suit your needs.

Forum Posts

Below is a list of the Report Templates currently available on Workbooks. Click on the screenshot to see a bigger image of the Report.

NOTE: A known issue when using Report Templates is that the Summarise by information is lost. This will be corrected soon. In the meantime, you can still use the templates and simply add the Summarise by information yourself. This will allow you to summarise by your choice of data.

Template Name	Description	Screenshot
Orders per Sales Exec, current and previous fiscal year	Orders for each Salesperson for the current and previous fiscal year.
Unassigned Leads	All leads which have not been assigned to a Workbooks user.
Sales Performance against Target	Sales performance showing revenue and gross margin targets, and committed revenue and gross margin.
Orders Per Month	Orders for each accounting period (usually a month) showing Net, Gross and Margin of all Orders.
Open P1 Cases not updated in the last 2 days	All open Cases which have not been updated in the last two days, which have a priority status of 1.
Open Deals: Pipeline by Stage	Summary of open Opportunities, summarised by Opportunity Stage.
New Business Opportunity Win Metrics	The number of new Opportunities won, detailing success rate as a percentage and the average size of the deal.
Leads with no assigned Activities	Open Leads which do not have any Activities associated with them.
Leads not updated in two weeks	Open Leads which have not been updated within the last two weeks.
Cost of Leads by Campaign	Calculated cost of individual Leads for each Campaign.
Cases by Type	Cases summarised by complaint/query type.
Campaign ROI	Calculation of return on investment for each marketing campaign.
Billings totals this month, split by product category	Total billings this month for each product category.
Email List	All People on your database with email addresses.
Activities summarised by contact's name and Activity type	All Activities, summarised by the contact's name and the Activity type.

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