Opportunity Summary General Tab

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 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.
Report In	Select the currency to use for amounts: Opportunity Currency: The currency specified in Currency on the Overview tab of the Opportunities hub. Presentation Currency: The currency that you select for the Presentation Currency option.
Presentation Currency	If you selected Presentation Currency in Report in, select the three-character ISO code for the currency. (The list includes only the currencies that are enabled for your enterprise.) All amounts on the report will be presented in this currency. Deltek calculates the exchanges between the opportunity currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Exchange Rate as of	If you selected Presentation Currency in Report in, specify the date that Deltek should use to calculate exchanges between the presentation currency you select and the opportunity currency. Deltek determines the correct exchange rates in the daily exchange rate table based on this date.
Report Sections to Include	By default, Deltek 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 Team Firms Contacts Activities Milestones Proposals Project Codes Marketing Campaigns Competition
Page Break Between Sections	Select this check box to insert a page break between report sections.