Important

You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Create Reports with Accounts

Oro applications come with two ready-to-use reports on accounts, Accounts Life Time Value and Accounts by Opportunities.

The Accounts Life Time Value report is located under Reports and Segments > Reports > Accounts > Life Time. It enables you to see the total amount of money received from all the customers assigned to the account. It displayed the account name, the total Lifetime Sales Value registered in your Oro application.

The list of lifetime value reports for accounts

The Accounts by Opportunities report is located under Reports and Segments > Reports > Accounts > By Opportunities. It displays the number of won, lost and pending opportunities for all the customers assigned to the account.

Hint

New custom reports can be added that can use details of the accounts, as well as of any records related to the accounts. For more details on the ways to create and customize the reports, refer to the Reports topic.