Use the Create Section dialog box to customize Customer Relationship Management (CRM) summary reports. CRM Summary reports are unique in that they allow you to build a series of user defined sections that provide more detailed information to meet your business needs.
The CRM module is required to access and manage CRM summary reports.
To add a new user-defined section to a CRM Summary report:
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In the Navigation pane, select
.
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On the Reports tab, click a CRM Summary report link: Activity Summary, Boilerplate Summary, Contact Summary, CRM Project Summary, Employee Summary, Firm Summary, or Marketing Campaign Summary reports.
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On the Options tab, click
+New Section if you wish to add a new section to the User Defined Sections.
The Create Section dialog box opens.
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Enter a name for the new user-defined section in the
Section Name field.
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Click the
Show Section Heading
toggle to show () or hide () section headings on the report.
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To specify which type of information you want to include in the User Defined Sections grid, click
What to Include in Section field and select an option from the drop-down list.
Depending on which type of information you choose to include on the report,
Vantagepoint displays different options in the Section Content area.
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Click in the
Columns field and select the number of columns (between 1 and 5) that you want included in this section on the report.
Vantagepoint adds the columns to the first row of the Section Content grid.
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If you choose information from the main grid area (for example, Activity Information for the Activity Summary report), click
+New Row to add between 1 and 5 additional rows (as defined in step 7) of column information to the report. In each column, click
and select a field from the drop-down list.
Each column that you add to the User Defined Section appears in the
Additional Field Formatting
grid.
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(Optional) Click
+New Calculation to add calculated field information to the user defined section. For more information, see
Add a Calculated Field to a Report.
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Use the
Additional Field Formatting grid to view and modify the labels, date/time, number, and currency formats, and to adjust column alignment for each column.
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To change a column's width, go to the
Column Widths section, click the
Width field, and enter a different width.
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If you choose a different grid (such as Contacts, Projects, or others), click
+Manage Columns to open the
Select Columns dialog box, and then select the columns that you want to include on the report.
When you select a different grid, the
Additional Field Formatting,
+New Calculation, and
Column Widths options are not available.
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Click
Save.