Use the General tab to select report options for the List 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 that 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. This field lists all grids that are defined on the User Defined tab for the user-defined Info Center.
The available sorting and grouping criteria vary based on your entry in
Grid Type. For example, activities-related criteria are available if you select
Activities.
|
| 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.
|
| Report In
|
Select the currency to use for monetary amounts.
|
| 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.
|
