The Meetings service (part of the Meeting Management application) contains several sample reports broken down by the following tabs on the Report Wizard:
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General Tab ReportsThe General tab contains the following sample reports:
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Meeting Roster Report Meeting Roster ReportImage Added
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The Meeting Roster report is a list of people attending each individual meeting in the view. The report includes the Persons' Name, Title, Company Name, Address Information, and E mail address.
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Meeting Resources Report Meeting Resources ReportImage Added
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The Meeting Resources Report displays a list of resources for each Meeting or Session in the view. This includes the name and type of Resource, Meeting location, and the Start and End Dates of the Meeting in which the resource is being used.
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Speakers Tab ReportsThe Speakers tab contains the following sample reports:
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Speaker History Report Speaker History Report
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The Speaker History Report lists speakers from each individual meeting in the view. This includes the Meeting Name, Start and End dates, Person's Name, Company, and Status. This report is typically used to compile a list of speakers for each meeting.
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Meeting Speaker Summary Report Meeting Speaker Summary Report
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The Meeting Speaker Summary report displays a list of speakers from each individual meeting in the view in a summary form. This includes the Meeting Name, Start and End dates, Person's Name, Title, Status, Meeting Coordinator and number of registrants for the meeting.
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Meeting Sponsors Report Meeting Sponsors ReportImage Added
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The Meeting Sponsors report displays the Meeting Sponsors associated with each individual meeting in the view. This includes the Meeting Name, Start and End dates, Sponsor's Name, Sponsor Contact, and the dollar amount contributed as a sponsor for the meeting.
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Session Food and Beverage Report Session Food and Beverage Report
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The Session Food and Beverage report displays details of all food and beverages (that is, Resources that have Resource Type of Food and Beverage) used for each meeting or session in the view. This includes the Meeting Name, Location and the Start and End Dates of the meeting or session.
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About the Opportunities Service Report The Opportunities service (part of the Sales Force Automation application) contains the following report:
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Sales Funnel Report Sales Funnel Report
The Sales Funnel Report displays data on prospective clients divided into categories (leads, prospects, and finalists) with estimates of potential income, acceptance probabilities, associated account managers and the expected decision dates for contracts.