Use the General tab to select report options for the Contact List and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
|
You can change the default report name.
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| Create Activity
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To create activities in the Activity Manager when you generate the report, select this check box.
Deltek displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
Deltek creates an activity for each record included on the report.
Use this feature to create a record that an activity related to the report has taken place for the contacts included on the report. For example, if you print a list report for contacts to send to a mailing service that will send out holiday greetings from your company, you can select this option to create an activity for each recipient. The following year, you can use those activity records to generate a list of the previous recipients as a starting point for the current holiday mailing.
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| Grid Type
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Specify the type of data for which you want to show additional columns.
The sorting and grouping criteria available for the report vary, based on your setting for this option. 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 this option's setting.
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| Only List <Grid Type> That Match Selections
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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. The report will be filtered based on the
Grid Type field and the open or selected record.
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| Print Final Totals
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Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
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