Creating new custom reports in Business Contact Manager

[Elena]

Is it possible to create a new custom report in BCM? I need a report that
shows the following information:

Create/Due (Date)
Entry Type (Opportunity, Note, Appointment, etc.)
Linked to (Contact)
Subject
Notes

I know I can print the list off under Business History, but need a report
that contains all contacts, doesn't cut info like the notes or subject off,
and can be filtered or sorted by date.

Thanks,
Elena

 

[Susan]

Elena,
You can always export to Excel or other programs and report from there,
usually how you want to. I did that this morning, because as far as I can
tell, we can customize only the output of Contact reports, not the reports
themselves. It's pretty cool, though.
From the BCM help:
Customize Business Contact Manager reports -
Once you generate a report in Microsoft Office Outlook 2003 with Business
Contact Manager, you can modify the report's contents. For example, you can
customize an opportunities report to show only closed opportunities.

Customize a report

Open the report.
On the Report toolbar, click Modify Report.
Make changes in the Modify Report dialog box, and then click OK.
To get assistance while customizing a report, click Help in the Modify
Report dialog box.
Susan