Client Summary General Tab

Use the General tab to select report options for the Client Summary report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	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.
Report in	Select the currency to use for amounts: Client Currency — The currency specified in User Defined Currency on the General tab of the Client Info Center. Presentation Currency — The currency you select in Presentation Currency.
Presentation Currency	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 will be presented in this currency. Vision calculates the exchanges between the client currency and the presentation currency based on the date you specify in Exchange Rate as of.
Exchange Rate as of	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 client currency. Vision determines the correct exchange rates in the daily exchange rate table based on this date.
Report Sections to Include	By default, Vision includes all of the following sections on the report: Client Addresses Contacts Activities Projects Opportunities Associations To exclude a section, clear the check box.
Grid Filter	If you select Opportunities or Projects in Report Sections to Include, you can use Grid Filter to limit the opportunities or projects included in the report to those for clients classified as one of the following: Client Vendor Both client and vendor Neither client nor vendor How Vision classifies the client record depends on settings in the Client Info Center.
Page Break Between Sections	Select this check box to insert a page break between report sections.