Use the General tab to select report options for the CRM
Project Summary report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
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| Create Activity
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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 that you can enter the activity information.
Vision then creates an activity for each
project included on the report.
|
| Report Sections to Include
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By default, the report includes the following sections:
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Project
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Team
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Clients
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Contacts
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Descriptions
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Activities
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Dates & Costs
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Project Codes
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Awards
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Marketing Campaigns
To exclude a section, clear the check box for that section.
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| Page Break Between Sections
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Select this check box to begin each section on a new page.
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| Report in
|
Indicate the type of currency in which you want Vision to display all monetary amounts:
-
Project Currency — The report uses the currency specified for each project in
Project Currency on the General tab of the Project Info Center.
-
Presentation Currency — The report uses the currency you select in
Presentation Currency for all monetary amounts.
|
| Presentation Currency
|
If you select
Presentation Currency in
Report in, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise.
Vision presents all amounts on the report in the currency you specify, even though projects might not share a common project currency, billing currency, or functional currency. Vision uses the date you specify in
Exchange Rate as of to determine the exchange rates to use to calculate the amounts.
|
| Exchange Rate as of
|
If you select
Presentation Currency in
Report in, specify the date you want Vision to use to determine the exchange rates to use to calculate the presentation currency amounts from the project currency amounts.
You can enter the date directly in the field, or you can click
 and select the date.
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