types-of-reports

A number of reports are available from the Reports menu in Maximizer:

• Calendar View – Displays the contents of the Calendar page in a printable report. This report is available only in the monthly view.
• Column Report – Displays the same information you see displayed in a controlling window; such as names and addresses or opportunity information.
• Consolidated Activity Report – Displays the notes; Hotlist tasks; and appointments created by or assigned to Maximizer users in a specific date range.
• Customer Service Workload Report – Displays the number of Customer Service cases assigned to each representative; along with summary statistics showing the average age of cases for each representative; as well as details about each case. The Customer Service Workload Report is only available in the Customer Service module.
• Detailed Report – Includes basic information for an Address Book entry; a Customer Service case; a campaign; or an opportunity.
• Email Campaign Response Metrics Report – Displays information related to email campaigns; including the number of emails sent; the open rate for emails; and click-through statistics. The Email Campaign Response Metrics Report is only available in the Campaigns module.
• Incoming vs. Outgoing Calls Report – Displays the phone calls made and received by users along with summary statistics about the duration of calls.
• Note Report – Prints notes attached to an Address Book entry; a Campaign; a Customer Service case; or an Opportunity.
• Phone Log – Lists phone calls recorded in Maximizer for the current user on a specific day.
• Pipeline Report – Displays information about the current opportunities throughout the various stages of the opportunity pipeline. The Pipeline Report is only available in the Opportunities module.
• User-Defined Field Report – Lists the user-defined fields attached to an Address Book entry; a Campaign; a Customer Service case; or an Opportunity.
• Interactions Report – Lists all the interactions; and the details related to them. Interactions reports can be customized to include details such as different types of interactions; opportunities; and cases by using filters and data grouping capabilities.