Report Settings Dialog Box

Use the Report Settings dialog box to select a field to group by, to select the columns that display on the report, and to change the order of the columns.

Location

To display the Report Settings dialog box for a report, complete the following steps:

1. Click to go to the Reporting area.
2. If the report that displays by default is not the report you want, do either of the following:
   • To display a standard Opportunities, Companies, or Contacts report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
   • To display a saved report, use the Find saved report field at the top of the Reporting area to select the report.
3. Click above the upper-right corner of the report.

Contents

Field	Description
GROUP BY	To group records on the report based on the value in a specific field, select the field in GROUP BY. For example, you might group the opportunities on the Opportunities report by stage or by primary client. Type one or more characters from the field name to select from a list of fields that contain those characters. Click to select from the full list of the available grouping fields.
AVAILABLE COLUMNS	This list contains all of the columns that are available for the report but have not yet been selected for display. To add a column to the report, click the column in this list and click to move the column to the COLUMNS TO SHOW list. The columns available for the report include both standard fields and user-defined fields that are used in the corresponding iAccess area.
COLUMNS TO SHOW	This list contains all of the columns that are selected to display on the report. The order of the columns from top to bottom is the order they appear, from left to right, on the report. To change that order, hover over the row for a column that you want to move, and click-and-drag to move the column. To remove a column from the report, click the column in this list and click to move the column to the AVAILABLE COLUMNS list.
+ Restore Defaults	If you change the columns or grouping for a report and then want to restore the default report settings, click +Restore Defaults. Note: If you restore the default settings for a saved report and you want to save the report with those default settings, click on the Reporting toolbar after you apply the default settings. If you do not click , the settings changes are temporary.
Apply and Cancel	Click Apply to apply your selections to the report, close the dialog box, and display the updated report. Click Cancel to discard your changes and close the dialog box.