CRM Vendor Summary General Tab

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

Contents

Field Description
Report Name You can change the default report name.
Report Sections to Include By default, Vision includes all of the following sections on the report:
  • Vendor
  • Addresses
  • Contacts
  • Projects
  • Opportunities
  • 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.
Parent Topic: CRM Vendor Summary