Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. The two standard contact reports let you create a mailing list of contacts or track opportunities by contact role.
- Standard Report: Field History
- If your organization tracks field history on accounts or contacts, you can report on that information using the account history or contact history report.
- Standard Report: Person Accounts
- If your organization uses person accounts, fields specific to person accounts are available and prefixed with Person Account: in account reports. In addition, you can include the Is Person Account field in both account and contact reports. Your administrator may have given a different label to Person Account.
- Mass Mail Merge
- You can also create a report of your contact information, export that data to Microsoft® Excel®, and then do a mass mail merge using Microsoft® Word®.
- View Filter for Account Reports
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The standard View filter for account
reports allows you to limit your account data according to the following options. These
options vary depending on your organization’s edition and setup.
- My accounts: Shows accounts that you own.
- My account team accounts: Shows accounts where you are on the account team.
- My account team and my accounts: Shows accounts you own and those where you are on the account team.
- My team’s accounts: Shows your accounts and accounts owned by all of your subordinates in the role hierarchy.
- My territories: For organizations that use territory management, this option shows accounts that belong to the territories to which you are assigned.
- My territory team’s accounts: For organizations that use territory management, this option shows accounts that belong to your territories and your territories’ descendants.
- My team’s account team and their own accounts: For users who report to you in the role hierarchy, shows accounts they own or for which they are on the account team.
- All visible accounts: Shows all accounts that you can view, as determined by your sharing model.
- Customer Portal: If your organization uses a Salesforce Customer Portal, add the Customer Portal Account field to your account reports to view which accounts have contacts enabled to use the portal.