Contents of the Create Section Dialog Box

Use the Create Section dialog box to create a new user defined section for a CRM summary report.

Contents

For some CRM reports, you can specify user-defined sections on the User Defined Sections grid and use Create Section dialog box to assign report columns to each user defined section. Use Section Content to specify the number of columns and types of data that will appear on the columns in the grid.

Field	Description
Section Name	Use this field to enter a heading name that describes the new user defined section.
Show Section Heading	Use this toggle to show () or hide () the heading name for the new user defined section.
What To Include in Section	This drop-down lists the types of information available for display on the User Defined Sections grid. Click and select an information type (for example, Employee Information, Activities, Projects, or others) that you want included in the User Defined Sections.
Columns	Use this field to select the number of columns (ranging from 1 through 5) that will appear on the Section Content grid. The default is 2.

Section Content

This grid allows you to add user defined rows to the report.

Field	Description
+New Row	Click this link to enter a new row for the grid. The number of columns displayed are based on the number you selected in the Columns field. Click on each column to select the information that you want displayed. The options available are associated with the type of information you selected in the What To Include in Section. You can add additional rows as needed.

Additional Field Formatting

This grid displays rows of label, format, and alignment information about each column in the user defined section.

Field	Description
Name	This field shows the name of the information option that you selected for a column.
Label	By default, the label displays the name of the information option that you selected for a column. To change the label, click the field and enter a new label.
Format	For date, currency, and number columns, the Format column displays the format in which the report presents the column value. To change the format, click in Format and click the blue hypertext link to open the Format dialog box where you can make your changes.
Alignment	Click in the Alignment field to specify how you want the data aligned in the column: left justified, centered, or right justified.

Column Widths

Field	Description
Column Widths	Enter the width of the column in either inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on). By default, `Vantagepoint` provides column widths suitable for the heading widths of the columns. If you enter a longer heading, you can adjust the column width.