Use the User Defined Sections tab to add sections to Customer Relationship Management (CRM) reports such as the Firm Summary report or the CRM Employee Summary report.
Contents
| Field | Description |
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| User-Defined Sections drop-down list
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Move Up
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To move a section up in the list, click in the row for that section and click this option. The sections display in the order they are listed in the grid on the User Defined Sections tab.
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 Move Down
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To move a section down in the list, click in the row for that section and click this option. The sections display in the order they are listed in the grid on the User Defined Sections tab.
|
 Insert
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Click this option to add a new section.
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 Copy
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To copy an existing section to create a new section, click in the row for the existing section and click this option.
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 Delete
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To remove a section, click in the row for that section and then click this option.
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| Section Label
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Enter a descriptive label for the section.
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| Show Heading
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Select this option to display the section label on the report.
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| Column 1-5 Label Width
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Enter the width for the heading in each of the section columns. Use inches or millimeters, based on which one you selected in the
Unit of Measure field on the Layout tab.
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| Column 1-5 Field Width
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Enter the width for the data in each of the section columns. Use inches or millimeters, based on which one you selected in the
Unit of Measure field on the Layout tab.
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