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.
This is the start of your concept.
- Related Topics:
- CRM Project Summary Options Tab
Use the Options tab to select the currency to display. Use the Standard and User Defined sections to choose which options appear on the report. - CRM Project Summary Layout Tab
Use the Layout tab to choose the formatting properties and visual characteristics to be displayed on your report. - Columns for CRM Project Summary Report
You can select the columns to display on your report.
Parent Topic: Project Reports