CRM Employee Summary

The CRM Employee Summary report includes all fields in the Employee Info Center, including user-defined fields, grouped into default sections. You can also create user-defined sections.

Private Activities

When you create an activity, you can select the Private option on the Detail tab of the Activity dialog box to restrict access to that activity. That setting affects this report in the following ways:

• If you are the owner, creator, or attendee for a private activity, you can see the full detail of that activity.
• If you are not the owner, creator, or attendee for a private activity, you cannot see any data for the private activity.

The Private option controls what you see throughout Vision, so this report shows any activity that you can view in the Activity Manager or the Activities grid in any Info Center.

International Address Formats on Reports

If you set up address formats on the Code Table Maintenance form (Configuration > General > Code Tables) for countries other than the United States, this report uses those international address formats when appropriate.

Multicompany

If you are using the Multicompany feature, this report may contain employee data for one or more companies that are associated with the employee.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.