Opportunity Summary
The Opportunity Summary report shows all information entered in the Opportunity Info Center, including user-defined fields. The information is grouped into default sections, but 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 in the Code Table Maintenance form () for countries other than the United States, this report uses those international address formats when appropriate.
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.