Opportunity List General Tab

Use the General tab to select report options for the Opportunity List and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, GovWin Capture Management displays the Activity dialog box so you can enter the activity information. GovWin Capture Management then creates an activity for each opportunity included on the report.
Grid Type	Select the type of data for which you want to show additional columns. The available sorting and grouping criteria vary based on your entry in Grid Type. For example, activities-related criteria are available if you select Activities, while criteria related to customers are available if you select Customers.
Print Final Totals	Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
Summarize Opportunity Detail	Select this check box to generate a summary version of the report.
Customer Hierarchy Lookup	If you are using customer hierarchies and you want to generate the report for a customer hierarchy, select a customer in that hierarchy. The report includes the entire hierarchy of which the selected customer is a part. Example: If you select Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true: If you select Department of Defense in the Customer Hierarchy lookup, the report includes detail for all customers associated with Department of Defense, Navy, and NAVSEA. If you select Navy on the lookup, the report shows a header but no detail for Department of Defense and includes complete details for Navy and NAVSEA. You cannot select NAVSEA, because it is not the parent of another customer.