Report

Purpose

CRM Activity

Displays a single CRM Activity for a customer.

CRM Activity Summary

Displays CRM activities for customer(s) in a given time frame related to one or more topics.

I want to read the CRM Customer Relationship Management white paper (with lot of screenshots).

Export

Purpose

AR CRM Custom Attributes

Exports all customers’ CRM custom attributes. The export creates a row per customer/attribute (one customer will have multiple lines).