Use the General tab to select report options for the Opportunity List and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so you can enter the activity information.
Ajera CRM then creates an activity for each opportunity included on the report.
|
| Grid Type
|
Select the type of data for which you want to show additional columns.
The available sorting and grouping criteria vary based on the entry in
Grid Type. For example, contact-related criteria are available if you select
Contacts, while opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on the
Grid Type selection. For example, if you select
Links, the
Links - Description,
Links - Path, and
Links - Graphic columns are available on the Columns tab and on the Sorting/Grouping tab. If you do not select
Links, those columns are not available.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. If you are printing the report from the Info Center application, the report will be filtered based on the
Grid Type field and the open or selected record.
|
| Print Final Totals
|
Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
|
| Summarize Opportunity Detail
|
Select this check box to generate a summary version of the report.
|
|
Client Hierarchy Lookup
|
If you are using
client hierarchies and you want to generate the report for a
client hierarchy, select a
client in that hierarchy.
The report includes the entire hierarchy of which the selected
client is a part.
Example: If you select
Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true:
- If you select
Department of Defense in the
Client Hierarchy
lookup, the report includes detail for all
clients associated with Department of Defense, Navy, and NAVSEA.
- If you select
Navy on the lookup, the report shows a header but no detail for Department of Defense and includes complete details for Navy and NAVSEA.
- You cannot select NAVSEA, because it is not the parent of another
client.
|
