User Defined Sections Tab of the Options Dialog Box

If you set up any user-defined sections for the Activity Summary report, use this tab to create labels and make formatting decisions for the user-defined sections. You create user-defined sections on the Columns tab for the report.

Contents

Field	Description
User Defined Sections Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Move Up	Click this option to move a section up.
Move Down	Click this option to move a section down.
Insert	Click this option to insert a new row, which you can use to create a new section.
Copy	Click this option to copy an existing section label and modify it to create a new section.
Delete	Click this option to delete a section.
Section Label	For each section, enter text that you want to display as the section label on the report.
Show Heading	Select this option if you want the section label to display on the report.
Column Label Width	Enter the width (in inches) for the column label on the report. The column label and column field widths do not have to match.
Column Field Width	Enter the width (in inches) for the column field on the report. The column label and column field widths do not have to match.
Options	Click to the right of the Options field to display a dialog box that contains one or more folders of saved report options for the current report. Click a set of saved options to apply all option settings in the saved set to the current report.
Organize	Click this button to display the Organize Options dialog box, from which you can save all current settings on all options tabs. The procedures that are available depend on the setting for the Lookup/Reporting Organizing option in Security Configuration.
Default	Click this button to restore the Ajera CRM Reporting defaults for the tab.
Help	Click this button to display help.
Default or Apply	Click Default to generate the report with its default settings. Click Apply to implement the modifications that you made to the report options on this tab.
Cancel	Click this button to close the Options dialog box. Any modifications that you made are not saved.