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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales reports
Customer experience | Sales, Customer Insights,...
Suggested answer

Sales reports

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ReportReport
Posted on by MI-18061657-0 2
It easily to get all sales reports on app?
Same customer statements,  point of sale,  sales routes,  target monthly achievement,  bad debts,  
Categories:
Leads or Opportunities
  • Suggested answer
    Daivat Profile Picture
    Daivat 400 on at
    Sales reports
    Hello MI-18061657-0,
     
    Dynamics 365 Sales offers standardized reports that would allow sales managers and admin users to understand the use of the sales application. The reports would also help them gauge the performance of teams and individuals using the application. The filtering parameters would help them with different perspectives about the performance and usage of a sales record.
     
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Sales reports
    Hi,
     
    You can add the Report entity in the app, which contains all the Reports in the organization.
    You can run a report by selecting it and clicking the /Run Report/ button in the command bar.
     
    Best Regards,
    Dengliang Li
     

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