CRM Project Summary

The CRM Project Summary report displays data for all project-related fields in the Projects hub. The report can include user-defined fields. The data is grouped into default sections, and you can also create user-defined sections.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.