Sales Credit General Tab

Use the General tab to select report options for the Employee 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 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.
Contract Time Frame	Specify the period for the report: All: Select this option if you do not want a report to filter out any contracts based on the request date, approved date, or period assigned. Request Date Range: Select this option to generate a report related to contracts assigned a request date within a specific range. Approved Date Range: Select this option to generate a report related to contracts assigned an approved date within a specific range. Period Range: Select this option to generate a report related to contracts assigned an accounting period within a specific range. You can select accounting periods from the drop-down lists.
Status	Use the Status lookup to select one or more contract statuses for the report.
Type	Use the Type lookup to select one or more contract statuses for the report.
Exclude Contracts Not Included in Fees	Select this check box to exclude contracts for which the Include in Fees option is not selected.
Project	Use the Project lookup to select a project for the report.
Print Contract Notes	Select this check box to print the notes assigned to each included contract.
Page Break by Employee	Select this check box to insert a page break between each employee.
Print Final Totals	Select this check box to include a line at the end of the report that displays report totals for all amount columns.
Report Fees in	If you use multiple currencies, use this option to select the currency for the report.