CRM Project Summary

The CRM Project Summary report displays data for all project-related fields in the Projects hub. The report can include user-defined fields. The data is grouped into default sections, and you can also create user-defined sections.

Related Topics:

  • Display the CRM Project Summary
    The CRM Project Summary is a project report.
  • CRM Project Summary General Tab
    Use the General tab to select report options for the CRM Project Summary report and to save sets of options for reuse.
  • CRM Project Summary Options Tab
    Use the Options tab to select report options for the CRM Project Summary report and to save sets of options for reuse. The tabs that are available vary from report to report. However, the Options tab provides a set of standard buttons, user-defined field section to customize your report, and other formats that are found on all CRM Summary reports.
  • CRM Project Summary Layout Tab
    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.)
  • CRM Project Summary Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Project Reports