Use the General tab to select report options for the Opportunity 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 opportunity included on the report.
|
| Report In
|
Select the currency to use for amounts:
-
Marketing Campaign Currency — The currency specified in
Currency on the General tab of the Opportunity 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 opportunity 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 opportunity 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 (the check box for each section is selected). To exclude a section, clear the check box.
- Opportunity
- Organization
- Clients
- Contacts
- Activities
- Proposals
- Project Codes
- Marketing Campaigns
- Competition
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
