Standard Workbooks Reports
Some reports already exist in your new database. This page gives a summary of them.
Below is a list of the Reports that come as standard in a new Workbooks database.
NOTE: These reports are just a starting point – you can add new columns or criteria and summarise the data to suit your needs.
In addition, we supply a number of templates that can be used. New templates are added from time to time so it’s worth checking before building your Report to see if a suitable template exists. Details of available templates can be found here.
Activities
|
Report Name |
Description |
|---|---|
| Completed Activities This Month |
Count of Activities completed this month, split by Type, grouped by Assigned To |
| Overdue Activity Summary |
Count of Activities with a due date in the past, grouped by Assigned To |
Cases
|
Report Name |
Description |
|---|---|
| Cases by Month |
Count of Cases, grouped by the month and year they were created |
| Cases by Type |
Count of Cases, split by Type, grouped by Assigned To |
| Open Cases by Priority & Engineer |
Count of open Cases, split by Assigned To, grouped by Priority |
| Open Cases with no/overdue activities |
Open Cases that have no related Activities + Open Cases that have related overdue Activities |
Customer Invoices
|
Report Name |
Description |
|---|---|
|
Billings by customer |
Total Billings, grouped by Customer. Including breakdown by product type, and monthly average |
| Billings Summary |
Net Invoice value this year, grouped by month + Net Invoice value this month only |
| Unpaid Invoices |
Invoices with outstanding balances in the following amount of days: – Less than 30 days – 30 to 60 days – 60 Days plus |
Marketing Campaigns
|
Report Name |
Description |
|---|---|
|
Campaigns ROI |
List of campaigns showing ROI and percentage of target achieved to date |
| Cost of Leads by Campaign |
Average price per lead, grouped by Campaign |
Opportunities
|
Report Name |
Description |
|---|---|
| Closed Won Opportunities |
Total Value of Closed Won Opportunities, split by Quarter, grouped by Assigned To + Total Value of Closed Won Opportunities, split by Month, grouped by Assigned To |
| Open Opportunities with no f/u Activities |
Opportunities that are Open and do not have any related Activities |
| Sales Pipeline |
Total Value of open opportunities, grouped by Opportunity Stage + Count of open opportunities, grouped by Opportunity Stage, split by month of Close Date |
|
Total Performance |
Total Sales and Total Gross Margin of Won Opportunities, grouped by Assigned To + Total Value of Won Opportunities, grouped by month of Close Date, split by Assigned To |
| Total Sales Closed This Month |
Total sales this month, grouped by Assigned To |
Sales Leads
|
Report Name |
Description |
|---|---|
|
Leads by Source |
Count of Sales Leads, grouped by Source. |
| Leads Categories by Status and Assigned to |
Count of Sales Leads, split by Status, grouped by Assigned To |
| Leads not updated within the last 2 weeks |
Count of Sales Leads that haven’t been updated in the last 2 weeks, grouped by Assigned To |
| Leads with no activities |
Count of Sales Leads that do not have any related Activities, split by Assigned To |
|
Monthly lead Volume |
Count of Sales Leads grouped by Month of Created At date |