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.
Reporting Amounts
Field | Description |
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Report In |
Select the currency in which to display amounts on the report:
|
Standard Section
Use these options to display various types of information on the summary report. By default, Vantagepoint includes one or more of the available sections depending on the type of summary report. Use the toggle to the left of each standard section, to either show () or hide () the information that you want for the report.
User Defined Section
Use the user defined sections to open the Create Section dialog box and customize your summary reports. You can create and structure information as you want it presented on the report. As you create user defined sections, the grid updates to list all the user defined sections and fields that are shown on the report.
Other Section
Use this section to specify additional formatting options for the report, including adding indents and/or page breaks between the sections of a report.