Use the General tab to select report options for the Marketing Campaign Summary report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Report In
|
Select the currency to use for amounts:
-
Marketing Campaign Currency — The currency specified in
Currency on the General tab of the Marketing Campaign 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 marketing campaign 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 marketing campaign 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:
- Marketing Campaigns
- Leads
- Activities
- Contacts
- Opportunities
-
Projects
- Files
To exclude a section, clear the check box.
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
