Lead List General Tab

Use the General tab to select report options for the Lead List report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Grid Type Select the type of data for which you want to show additional columns.

The available sorting and grouping criteria vary based on your entry in Grid Type. For example, activities-related criteria are available if you select Activities, while criteria related to marketing campaigns are available if you select Marketing Campaigns.

Only List <Grid Type> That Match Selections Select this option to filter the report based on the options that you selected in the Grid Type field and the Selection field of the Reports grid, from the Reporting application. If you are printing the report from the Info Center application, the report will be filtered based on the Grid Type field and the open or selected record.
Show Final Totals Select this check box if you want a line at the end of the report that shows total amounts for the entire report.