Use the General tab to select report options for the
Customer Summary report 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
customer included on the report.
|
| Report Sections to Include
|
By default,
GovWin Capture Management includes all of the following sections on the report:
-
Customer
- Addresses
- Contacts
- Activities
-
Contracts
- Opportunities
- Associations
To exclude a section, clear the check box.
|
| Grid Filter
|
If you select
Opportunities or
Contracts in
Report Sections to Include, you can use
Grid Filter to limit the opportunities or
contracts included in the report to those for
customers classified as one of the following:
-
Customer
-
Vendor/Partner
- Both
customer and
vendor/partner
- Neither
customer nor
vendor/partner
How
GovWin Capture Management classifies the
customer record depends on settings in the
Customer Info Center.
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
