Create User-Defined Sections

Use the User-Defined Sections to add user-defined sections for Customer Relationship Management (CRM) summary reports. Unlike list reports, CRM summary reports can include fields from several different grids in one report by using sections. Each section can include fields that are either directly from the hub (and not in a grid) or from a single grid. For example, you must set up a user-defined section for the non-grid columns, and then another section for each grid. You cannot assign different types of columns to the same report section.

The CRM module is required to access and manage CRM summary reports.

To add a new user-defined section:

  1. From the My Stuff section on the Navigation pane, select Reporting > Reports.
  2. Click a CRM summary report link: Activity Summary, Boilerplate Summary, Contact Summary, CRM Project Summary, Employee Summary, Firm Summary, Marketing Campaign Summary, or Summary report for a user-defined hub. The Summary Report form opens.
  3. On the Options tab, click +New Section if you wish to add a new section to the User-Defined Sections. The Create Section dialog box opens.
  4. Enter a name for the new user-defined section in the Section Name field.
  5. Click the Show Section Heading toggle to show () or hide () section headings on the report.
  6. To specify which type of information you want to include in the User-Defined Sections grid, click What to Include in Section field and select an option from the drop-down list.
  7. Click in the Columns field and select the number of columns (between 1 and 5) that you want included in this section on the report. Vantagepoint adds the columns to the first row of the Section Content grid.
  8. To add rows to the grid, click +New Row.
  9. For each column, click in the row and select a field from the drop-down list. Vantagepoint adds the column information to the Additional Field Formatting grid.
  10. Use the Additional Field Formatting grid to view and modify the labels and the width, number, currency, and date/time formats used for each field.
  11. To change a column's width, go to the Column Widths section, click the Width field, and enter a different width.
  12. Click Save.
Parent Topic: Create Reports and Favorites