Use the General tab to select report options for the Opportunity Summary report 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.
|
| Report Sections to Include
|
By default,
Ajera CRM includes all of the following sections on the report (the check box for each section is selected). To exclude a section, clear the check box.
- Opportunity
- Organization
- Clients
- Contacts
- Activities
- Proposals
- Project Codes
- Marketing Campaigns
- Competition
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
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