Use the General tab to select report options for the Summary report and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
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You can change the default report name.
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| Create Activity
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To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Vision displays the Activity dialog box so you can enter the activity information.
Vision then creates an activity for each client included on the report.
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| Report in
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Select the currency to use for amounts:
-
UDIC Currency — The currency specified in
User Defined Currency on the General tab of the user-defined info center.
-
Presentation Currency — The currency you select in
Presentation Currency.
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| Presentation Currency
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If you select
Presentation Currency in
Report in, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise.
Vision presents all amounts on the report in the currency you specify, even though the amounts may not normally be expressed in the same currency. Vision uses the date you specify in
Exchange Rate as of to determine the exchange rates to use to calculate the amounts.
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| Exchange Rate as of
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If you selected
Presentation Currency in
Report in, specify the date Vision should use to calculate exchanges between the presentation currency you select and the source currencies. Vision determines the correct exchange rates in the daily exchange rate table based on this date.
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| Page Break Between Sections
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Select this check box to insert a page break between report sections.
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