CRM Vendor Summary
The CRM Vendor Summary report shows vendor information entered in the Firms hub, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
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.
- Related Topics:
- CRM Vendor Summary General Tab
Use the General tab to select report options for the CRM Vendor Summary report and to save sets of options for reuse. - CRM Vendor 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: Vendor Reports