## Appendix: JD Edwards EnterpriseOne CRM Support Applications Reports

This appendix provides an overview of JD Edwards EnterpriseOne CRM Support Applications reports and enables you to view summary tables for all reports.

### JD Edwards EnterpriseOne CRM Support Applications Reports: A to Z

These tables list the JD Edwards EnterpriseOne CRM Support Applications reports.

This section discusses CRM reports in these categories:

- Support applications

- Action plan/activity

- Competitor

- Customer

- Employee

- Partner

- Contact

- Product catalog

Support Applications Reports

Report ID and Report Name | Description | Navigation
R17670 Case Detail/Summary Report | Run different versions of this report to display and organize detail or summary information for closed cases. Versions have been set up to organize cases using these methods: Case by provider group – version XJDE0001 Case by product model – version XJDE0002 Case by environment – version XJDE0003 Case by equipment number – version XJDE0004 | Case (G90CE0201), Case Detail Summary Report
R17671 Case Statistics by Assignee | Use this report to create reports that display close cases by: Assignee – version XJDE0001 Provider group – version XJDE0002 | Case (G90CE0201), Case Statistics by Assignee
R17672 Case Statistics by Product | Use this report to create reports that display closed case statistics and organize the report by any of these methods: Cases by product model – version XJDE0001 Cases by environment – version XJDE0002 Cases by equipment number – version XJDE0003 Cases by item number – version XJDE0004 Cases by provider group – version XJDE0005 | Case (G90CE0201), Case Statistics by Product
R17673 Case Duration Statistics by Product | Use this report to create reports that display the duration of closed cases and organize the report by any of these methods: Cases by product model – version XJDE0001 Cases by environment – version XJDE0002 Cases by equipment number – version XJDE0003 Cases by item number – version XJDE0004 Cases by provider group – version XJDE0005 | Case (G90CE0201), Case Statistics by Product
R17674 Print Case | Use this report to print case information. Through the processing options, you can specify to print associated media objects. | Case (G90CE0201), Case Print
R17680 Escalated Cases | If you are escalating cases using the notification method, run this report to check for cases that the system needs to escalate. See Escalating (Promoting) Cases. | Case (G90CE0201), Escalation Processing
R90CG700 Cases by Customers Report | Use this report to review cases by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each customer. | Case (G90CE0201), Cases By Customer
R90CG701 Cases by Priority Report | Use this report to view cases organized by priority (user defined code [UDC] 17/PR). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each case priority. | Case (G90CE0201), Cases By Priority
R90CG702 Cases by Status Report | Use this report to view cases organized by status (UDC 17/ST). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each status. | Case (G90CE0201), Cases By Status
R90CG703 Cases By Type Report | Use this report to view cases organized by type (UDC 17/CT). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each case type. | Case (G90CE0201), Cases By Type
R90CG704 Cases Status By Agent Report | Use this report to review case status organized by call center agent. | Case (G90CE0201), Cases Status By Agent
R90CG705 Case Analysis By Product Family | Use this report to review case information organized by product family (UDC 17/PA). | Case (G90CE0201), Case Analysis By Product Family

Action Plan/Activity Reports

Report ID and Report Name | Description | Navigation
R90CA014A Action Plan List | Use this report to view all summary information about all action plans, such as the description of the plan and the list of included activities. The report also includes additional information about each activity, such as the activity type, the assignee, when the activity should begin, and when the activity should be completed. | Action Plan/Activity (G90CE0202), Action Plan Listing
R90CA1301B Activities by a Customer Contact | Use this report to view all assigned activities for each customer. The activities are grouped by customer and include each activity's contact name, phone number, description, date scheduled, start time, and activity type. | Action Plan/Activity (G90CE0202), Activity-Activities By Customer
R90CA13D Periodic Planner | Use this report to display selected user schedules, including activities and to-do items, for a specified period of time. The report also includes all related details for each activity or to-do item. | Action Plan/Activity (G90CE0202), Activity-Periodic Planner

Competitor Reports

Report ID and Report Name | Description | Navigation
R90CA060A Competitor Item Sheet Detail | Use this report to view all information about a competitor and the competitor's products. You can use this report to compare the products from the organization with those of the competitors. | Competitor G90CE0203), Competitor Price Selected

Customer Reports

Report ID and Report Name | Description | Navigation
R90CA0111A Contacts for a Customer | Use this report to view each contact, along with the associated contact information for each selected customer. | Customer (G90CE0204), Contacts By Customer
R90CA080B Customer/Contact Summary-Sel | Use this report to view summary information for all customer records in the system. The report includes the associated contact names for each customer, along with information for each contact. | Customer (G90CE0204), Customer Contact Summary
R90CA080G Customer Summary - Selected | Use this report to view summary information about selected customers, such as sales team members, opportunities, and contacts. | Customer (G90CE0204), Customer Summary

Employee Report

Report ID and Report Name | Description | Navigation
R90CA0101E Employee Phone List | Use this report to view all active employees in the system, along with their titles and phone numbers. | Employee (G90CE0205), Employee Phone List

Partner Report

Report ID and Report Name | Description | Navigation
R90CA01B Customer Partner List | Use this report to view all partners in the system, along with summary information about each partner, such as the name, address, contact information, and URL. | Partner (G90CE0206), Partner List

Contact Reports

Report ID and Report Name | Description | Navigation
R90CA070AA Contact Address Avery 5163 | Use this report to produce shipping labels for each contact in the system in Avery 5163 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5163)
R90CA070B Contact Address Avery 5160 | Use this report to produce mailing labels for each contact in the system in Avery 5160 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5160)
R90CA070C Contact Address Avery 5161 | Use this report to produce mailing labels for each contact in the system in Avery 5161 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5161)

Product Catalog Report

Report ID and Report Name | Description | Navigation
R90CA55CAT Product Catalog List | Use this report to view all product catalogs, along with the available products that are associated with each catalog. | Product Catalog (G90CE0108), Product Catalog List

### JD Edwards EnterpriseOne CRM Support Applications Selected Reports

This section provides detailed information about individual reports, including important processing options and tables accessed. The reports are listed alphanumerically by report ID.

#### R17670 – Case Detail/Summary

This report is based on closed cases. You can review detail or summary information for cases, based on processing options for the version. When you run the detail report, the system lists all cases, as well as the total number of closed cases. When you run the summary report, the system only lists the total number of closed cases.

Run different versions of this report to review cases organized by:

- Provider group – version XJDE0001.

- Product model – version XJDE0002.

- Environment – version XJDE0003.

- Equipment number – version XJDE0004.

#### Processing Options for Case Detail/Summary Report (R17670)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab define the defaults that the system uses when you run the Case Detail/Summary report.

1. Print Product Model or Item Number | Specify whether the system includes the product model or the item number on the Case Detail report or the Case Summary report. Values are: Blank: Product model 1: Item number
2. From Date and 3. Thru Date | Specify the from date or the through date. Note. If you leave the Thru Date processing option blank, the system uses the current date.

Print

1. Print Report | Specify whether the system generates the Case Summary report or the Case Detail report. Values are: Blank: Case Summary 1: Case Detail

#### Processing Options for Case Statistics by Assignee (R17671), Case Statistics by Product (R17672), and Case Duration Statistics by Product (R17673)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab define the default values that the system uses when you run the report.

1. From Date and 2. Thru Date | Specify the from date or the through date. Note. If you leave the Thru Date processing option blank, the system uses the current date.
3. Case Type for Handled Live | Specify the case type for live requests. Live requests are from customers who speak to a representative on the first call. The request types appear in the request statistics on the report. Enter a value from UDC 17/CT.
4. Closed Case Status | Specify the status for closed cases. Cases with this status appear in the statistics on the report. Enter a value from UDC 17/ST.

#### Processing Options for Case Print Report (R17674)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Print

1. Print Media Object | Specify whether to include associated media objects on the report. Values are: Blank: Do not include. 1: Include.

#### Processing Options for Escalation Processing Report (R17680)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Print

1. Display Cases Processed for Escalation | Specify whether the system displays cases that are not escalated. Values are: Blank: Print both escalated and not escalated cases. 1: Print only escalated cases.

#### Processing Options for Employee Phone List Report (R90CA0101E)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

These processing options specify default information that is used to process the report.

1. Enter Search Type for an Employee: | Specify the search type from UDC 01/ST that is used to identify employees.
2. Enter Phone Number Type for Business Phone: | Specify the business phone type from UDC 01/PH.

#### Processing Options for Contacts for a Customer Report (R90CA0111A)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab specify the default information that is used to process the report.

1. Enter Phone Number Type for Business phone: and 2. Enter Phone Number Type for Fax number: | Specify the business phone type or the fax phone type from UDC 01/PH.
3. Enter Type - Address for Work Address: | Specify the work address type from UDC 01/AT.

#### Processing Options for Customer Partner List Report (R90CA01B)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab specify the default information that is used to process the report.

1. Enter Phone Number Type for Business phone: | Specify the business phone type or the fax phone type from UDC 01/PH.
3. Enter Electronic Address Type for Internet Address (url): | Specify the internet address type from UDC 01/ET.

#### Processing Options for Contact Address Avery 5163 Report (R90CA070AA), Contact Address Avery 5160 Report (R90CA070B), and Contact Address Avery 5161 Report (R90CA070C)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

1. Enter the Search Type for a Customer: | Specify the customer search type from UDC 01/ST.

#### Processing Options for Customer/Contact Summary – Sel Report (R90CA080B)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab specify the default information that is used to process the report.

1. Enter Phone Number Type for Business phone: | Specify the business phone type from UDC 01/PH.
2. Enter Electronic Address Type for Internet Address (url): and 3. Enter Electronic Address Type for Email address: | Specify the internet address type or the email address type from UDC 01/ET.
4. Enter Type - Address for Work Address: | Specify the work address type from UDC 01/AT.

#### Processing Options for Customer Summary – Selected Report (R90CA080G)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing options on this tab specify the default information that is used to process the report.

1. Enter Phone Number Type for Business phone: , 2. Enter Phone Number Type for mobile phone:, and 3. Enter Phone Number Type for fax number: | Specify the business phone type, mobile phone type, or fax phone type from UDC 01/PH.
4. Enter Electronic Address Type for url (Internet Address): | Specify the internet address type from UDC 01/ET.

#### R90CA1301B – Activities By A Customer Contact

This report includes all assigned activities for each customer. The activities are grouped by customer, and include each activity's contact name, phone number, description, date scheduled, start time, and activity type.

#### Processing Options for Activities By A Customer Contact Report (R90CA1301B)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Defaults

The processing option on this tab specifies the default information that is used to process the report.

1. Enter Phone Number Type for Business phone | Specify which customer phone number to print on the report. Values are stored in the UDC 01/PH table.

#### R90CA13D – Periodic Planner

This report displays selected user schedules, including activities and to-do items, for a specified period of time. The report also includes all related details for each activity or to-do item.

#### Processing Options for Periodic Planner (R90CA13D)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Process

1. Start Date and 2. End Date | Specify the beginning date or the end date in the date range for which you want to track lead information. If you leave this processing option blank, the system uses current date.

Print

1. Include "Task" Section | Specify whether the system prints the Task section on the report. If you leave this option blank, the system includes the Task section and the Activities section on the report. If you enter 1 in this option, the system includes only the Activities section on the report. Values are: Blank: Include. 1: Do not include.

#### Processing Options for Cases by Customers Report (R90CG700), Cases by Priority Report (R90CG701), Cases by Status Report (R90CG702), and Cases By Type Report (R90CG703)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Process

1. From Date and 2. Through Date | Specify the from date or the through date. If you leave this processing option blank, the system uses the current date.

Print

1. Print Report | Specify whether the system prints summary, detail, or summary and detail case information. Values are: Blank: Case detail and summary information. 1: Case detail information. 2: Case summary information.

#### Processing Options for Cases Status By Agent Report (R90CG704) and Case Analysis By Product Family Report (R90CG705)

For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.

Process

1. From Date and 2. Through Date | Enter the from date or the through date. If you leave this processing option blank, the system uses the current date.