Options Dialog Box

The settings on the tabs of the Options dialog box determine what data the report contains, how the data is formatted, and the sequence in which the data appears.

Related topics:

  • Display the Options Dialog Box
    You display the Options dialog box from the Options column on the Reporting grid.
  • Standard Controls on the Options Dialog Box
    The Options dialog box contains the options tabs for Ajera CRM reports. The tabs that are available vary from report to report. However, the Options field and a set of standard buttons are always available at the bottom of the dialog box.
  • General Tab of the Options Dialog Box
    The General tab contains options specific to the selected report. Use the General tab to rename the report, set report-specific options, save sets of options for use in future Reporting sessions, apply an existing set of saved options, or restore default options.
  • Activity Tab of the Options Dialog Box
    Use the Activity tab to specify a period for the report and to filter the report to only include projects, phases, or tasks with activity in that period.
  • Sorting Grouping Tab of the Options Dialog Box
    Use the Sorting/Grouping tab to specify the sequence in which data displays on the report.
  • Columns Tab of the Options Dialog Box
    Use the Columns tab to select the columns on the report. Each report has a default set of columns but you can modify them. You can also modify column attributes.
  • Metrics Tab of the Options Dialog Box
    The Metrics tab is available only for the Key Financial Metrics report. That report has a set of default metrics, but you can modify it.
  • User Defined Sections Tab of the Options Dialog Box
    Use the User Defined Sections tab to add sections to Customer Relationship Management (CRM) reports such as the Client Summary report and the CRM Employee Summary report.
  • Drill Down Tab of the Options Dialog Box
    Use the Drill Down tab to select the types of data for which you can drill down from amounts to supporting detail when you preview a report. When you preview a report, Ajera CRM displays the amounts from which you can drill down in blue. Click an amount to see supporting detail for that amount.
  • Layout Tab of the Options Dialog Box
    Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report. (For client, contact, employee, lead, and vendor mailing labels, formatting options are on the General tab instead of the Layout tab.)
  • Graph Tab of the Options Dialog Box
    For some reports, you can use Graph tab options to include a graph on the report. Use the Graph tab to select graph settings for the report. You can also drill down on graphs.
Parent Topic: Reporting Screens Overview