Opportunity Summary

The Opportunity Summary report shows all information entered in the Opportunities hub, including user-defined fields. The information is grouped into default sections, but 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.

Related Topics:

  • Display the Opportunity Summary
    The Opportunity Summary is an opportunity report.
  • Opportunity Summary General Tab
    Use the General tab to select report options for the Opportunity Summary report and to save sets of options for reuse.
  • Opportunity Summary Options Tab
    Use the General tab to select report options for the Opportunity Summary report and to save sets of options for reuse.
  • CRM Opportunity Summary Layout Tab (1)
    Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report. (For mailing labels, formatting options are on the General tab instead of the Layout tab.)
  • Opportunity Summary Columns Tab
    Use the Columns tab to select the columns to display on the Opportunity Summary report, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Opportunity Reports