CRM Employee Summary

The CRM Employee Summary report includes all fields in the Employees hub, including user-defined fields, grouped into default sections. You can also create user-defined sections.

Multiple Companies

If you use multiple companies, this report may contain employee data for one or more companies that are associated with the employee.

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.