Options Tab for Summary Reports

Use the Options tab of an individual summary report to save sets of options for reuse. Summary report options control both the content and the formatting of a report. For example, the Options tab for the Project Summary report contains options that you use to summarize data, report at billing rates, and display overhead amounts, direct expenses, and unposted time.

Contents

The following descriptions summarize the different sections and types of fields that may be available in whole or in part on individual summary reports. These sections will vary depending on the individual report that you select. The Options tab only displays for some reports when Multicurrency is enabled.

Refer to the individual report descriptions for detailed information about specific fields that are available.

Field	Description
Reporting Amounts	This section is only available if you have Multicurrency enabled. Use the Reporting Amounts options to specify how the report displays the currency and exchange rate information related to an employee's project.
Standard Sections	Use these options to display various types of information on the summary report. By default, Vantagepoint includes one or more of the following 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 Sections	Use the user defined sections to customize your summary reports. You can create and structure information as you would like presented on the report. The grid shows all the user defined sections and fields that are shown on the report.
Other	Use the Other section of the Options tab to specify additional formatting options for the report, including adding indents and/or page breaks between the sections of a report.
Detail Options	The Detail Options section applies to specific information about the selected report. For example, the Project Summary report's Detail Options includes single line summary and contract status options, while the Labor Summary report's Detail Options includes drill-down and sorting and unposted labor options.
Reporting Amounts	This section is only available if you have Multicurrency enabled. Use the Reporting Amounts options to specify how the report displays the currency and exchange rate information related to an employee's project.
Labor Options	Use the Labor Options to specify if unposted timesheet information is included on the report, as well as how detail lines, hours, and amounts are sorted and displayed in drill-down reports.
Expense Options	Use the Expense Options to specify the types of expenses included on the report.
Budget Details	If you are using Project Planning, use the Budget Details to select the source of the project budget data, the calculation dates, and if the budget balance is included on the report.
Rollup Options	Use the Rollup Options to specify how to summarize all projects in the report based on part of the project number. For example, if you have related projects that have the same first 5 characters but 2 characters that are different at the end, you can slide the right arrow two places to the left to summarize information by the first 5 characters. The report will display a group header at the beginning of each group of projects and then list each project in full detail. After the last project in the group, the report displays a group total. If there are associated phases and tasks, you can drag the slider for each level of the project to specify how to summarize those levels as well.

Reporting Amounts

This section is only available if you have multicurrency enabled. Reporting amounts provide currency and exchange rate information about an employee's project.

Field	Description
Report In	This list displays information about currency and exchange rate information related to an employee's project. Options for Project's Functional Currency (in some accounting reports only) and Presentation Currency. Select one of the following currency options to use for amounts that appear on the report: Billing Currency (in projects only): this field displays the billing currency of the project. Project Currency (in project reports only): The currency specified in Custom Currency on the Overview tab of the Projects hub. Project's Functional Currency: this option appears in some accounting reports Presentation Currency: The currency that you select for the Presentation Currency option. When you select this option, you can then select both currency and date options. If you selected Presentation Currency in Report In, select the three-character ISO code for the currency. The list includes only the currencies that are enabled for your enterprise. All amounts on the report are presented in this currency. Vantagepoint calculates the exchanges between the project currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Presentation Currency	If you set Report in to Presentation Currency, select the three-character ISO code for the currency. The list includes only the currencies that are enabled for your enterprise. All amounts on the report are presented in this currency. Vantagepoint calculates the exchanges between the project currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Exchange Rate as of	If you set Report in to Presentation Currency, specify the date that Vantagepoint uses to calculate exchanges between the presentation currency that you select and the project currency. Vantagepoint determines the correct exchange rates in the daily exchange rate table based on this date.

Standard Sections

Use these options to display various types of information on the summary report. By default, Vantagepoint includes one or more of the following sections depending on the type of summary report:

• General Information
• Description
• Links
• Responses
• Employees
• Education
• Credentials
• Skills
• Resumes
• Activities
• Vendor Information
• Projects
• ProjectCodes
• Competition
• Dates and Costs
• Awards
• Firms
• Addresses
• Contacts
• Associations
• Teams
• Categories
• Citizenship
• Marketing Campaigns
• Milestones

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 Sections

Use the user defined section to customize your summary reports. You can create and structure information as you would like presented on the report. The grid shows all the user defined sections and fields that are shown on the report.

Field	Description
Sections	This column lists the user defined sections available for inclusion on your report.
Fields	This column lists the user defined section fields that are currently selected for inclusion on your report.
+ New Section	Click this link to display the Create Section dialog box to add and configure a new user defined section to the grid.

Other

Use this section of the Options tab to add an indent and a page break between the sections of a report.

Field	Description
Indent First Column	Use this control to indent the first column of the report. You can enter a number in the field between 0.1 and XX. To change it, use the up and down arrows to incrementally increase or decrease the indent.
Page Break Between Sections	Select this check box to insert a page break between report sections and start each section at the top of a new page.