Client List General Tab

Use the General tab to select report options for the Client List 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 client included on the report.
Grid Type	In addition to columns directly related to client records, you can include columns that contain associated data. Use Grid Type to select the set of associated columns you want to include. For example, if you select Contacts, you can include columns for contacts associated with each client. The available sorting and grouping criteria vary based on the entry in Grid Type. For example, contact-related criteria are available if you select Contacts, while opportunity-related criteria are available if you select Opportunities.
Grid Filter	If Grid Type contains Opportunities or Projects, you can use Grid Filter to limit the opportunities or projects included in the report to those for clients classified as one of the following: Client Vendor Both client and vendor Neither client nor vendor How Vision classifies the client record depends on settings in the Client Info Center.
Report In	Select the currency to use for amounts: Client Currency — The currency specified in User Defined Currency on the General tab of the Client Info Center. Presentation Currency — The currency you select in Presentation Currency. If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
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 client currency and the presentation currency based on the date you specify in Exchange Rate as of. If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
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 client currency. Vision determines the correct exchange rates in the daily exchange rate table based on this date. If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
Print Final Totals	Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
Summarize Client Detail	Select this check box to generate a summary version of the report.
Client Hierarchy Lookup	If you are using client hierarchies and you want to generate the report for a client hierarchy, select a client in that hierarchy. The report includes the entire hierarchy of which the selected client is a part. Example: If you select Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true: If you select Department of Defense in the Client Hierarchy Lookup, the report includes detail for all clients associated with Department of Defense, Navy, and NAVSEA. If you select Navy in the Lookup, the report shows a header but no detail for Department of Defense and includes complete details for Navy and NAVSEA. You cannot select NAVSEA, because it is not the parent of another client.