Use the General tab to select report options for the Marketing Campaign Summary report and to save sets of options for reuse.
Contents
Field | Description |
Report Name
|
You can change the default report name.
|
Report in
|
Select the currency to use for amounts:
-
Marketing Campaign Currency: The currency specified in
Custom Currency on the Overview tab of the Marketing Campaigns 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 marketing campaign 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 marketing campaign currency.
DPS determines the correct exchange rates in the daily exchange rate table based on this date.
|
Report Sections to Include
|
By default,
DPS includes all of the following sections on the report:
- Marketing Campaigns
- Activities
- Responses
- Opportunities
- Projects
- Links
To exclude a section, clear the check box.
|
Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|