Use the Options tab to select report options for the Firm CRM Summary report and to save sets of options for reuse. Select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Reporting Amounts
This section provides currency and exchange rate information about a contact's project.
| Field | Description |
|---|
| Report in
|
Select the currency to use for amounts:
-
Project Currency: The currency specified in
Custom Currency on the Overview tab of the Projects hub.
-
Presentation Currency: The currency that you select for the
Presentation Currency option.
|
| Presentation Currency
|
If you selected
Presentation Currency in
Report in, select the three-character ISO code for the currency. The list includes only the currencies that are enabled for your enterprise. All amounts on the report are presented in this currency.
DPS calculates the exchanges between the project currency and the presentation currency based on the date that you specify in
Exchange Rate as of.
|
| Exchange Rate as of
|
If you selected
Presentation Currency in
Report in, specify the date that
DPS should use to calculate exchanges between the presentation currency that you select and the project currency.
DPS determines the correct exchange rates in the daily exchange rate table based on this date.
|
Standard Section
The standard section provides options for displaying various types of firm information on the report. By default,
DPS includes all of the following sections on the report:
-
General Information
- Addresses
- Contacts
- Activities
- Projects
- Associations
- Vendor Information
To exclude one or more types of firm information on a report, slide the toggle to the left from the
the (On position) to the
(Off position) .
User Defined Section
Use the user defined section to customize your summary reports. You can create and structure information as you would like presented on the report. The grid shows all the user defined sections and fields that are shown on the report.
| Field | Description |
|---|
| Sections
|
This column lists the user defined sections available for inclusion on your report.
|
| Fields
|
This column lists the user defined section fields that are currently selected for inclusion on your report.
|
| + New Section
|
Click this link to display the Create Section dialog box to add and configure a new user defined section to the grid.
|
Other
Use this section of the Options tab to add an indent and a page break between the sections of a report.
| Field | Description |
|---|
| Indent First Column
|
Use this control to indent the first column of the report. You can enter a number in the field between 0.1 and XX. To change it, use the up and down arrows to increase or decrease the indent incrementally by decimals.
|
| Page Break Between Sections
|
To begin each section on a new page, slide the toggle to the right from the
(Off position) to
the (On position).
|
