Sales and marketing reports

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following reports are available in the Sales and marketing module of Microsoft Dynamics AX:

Activity analysis report (smmActivityAnalyses)

Average call duration report (smmPhoneAverage)

Bill of lading report (WMSBillOfLading)

Campaign response frequency report (smmCampaignResponseFrequency)

Customer/item statistics report (smmSalesCustItemStatistics)

Customer turnover report (smmCustRevenue)

Lead analysis report (smmLeadsAnalysis)

Lead summary by source type report (smmLeadSummaryBySourceType)

Lead summary by source type detail report (smmLeadSummaryBySourceTypeDetail)

Lead summary by source type Role Center report (smmLeadSummaryBySourceTypeRC)

Month over month closing trend report (smmPipelineMonthOverMonthClosingTrend)

My cases Role Center report (Case_MyCases)

New leads trend report (smmNewLeadsTrend)

Order lines report (SalesLinesExtended)

Pipeline analysis report (smmPipelineAnalysis)

Pipeline by process stage report (smmPipelineByProcessStage)

Pipeline by process stage detail report (smmPipelineByProcessStageDetail)

Pipeline by process stage Role Center report (smmPipelineByProcessStageRC)

Prospect turnover report (smmProspectsTurnover)

Return order registered and received report (ReturnAcknowledgmentAndDocument)

Sales analysis report (SalesAnalysis)

Sales order confirmation report (SalesConfirm)

Sales order report (SalesHeading)

Sales quotation report (SalesQuotation)

Sales targets report (smmSalesTarget)

Sales vs. target report (SalesVsTarget)

Telemarketing summary report (smmTMCallListTelemarketingSummary)

Top customers by YTD sales report (CustTopCustomersbyYTDSales)

Win/Lose analysis report (smmPipelineWinAnalysis)

(CAN, USA) Gross margin by customer report (CustGrossMarginbyAccount_NA)

(CAN, USA) Gross margin by item report (CustGrossMarginbyItem_NA)

(CAN, USA) Open sales orders report (CustSalesOpenOrders_NA)

(CAN, USA) Sales analysis by invoice report (CustSalesAnalysisByInvoice_NA)

(SWE) Customer/item statistics report (SalesOrderEntryStatistics)