Use the General tab to select report options for the
Client 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
client included on the report.
|
| Report in
|
Select the currency to use for amounts:
|
| 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.
|
| 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.
|
| Report Sections to Include
|
By default,
Vision includes all of the following sections on the report:
-
Client
-
Addresses
-
Contacts
-
Activities
-
Projects
-
Opportunities
-
Associations
To exclude a section, clear the check box.
|
| Grid Filter
|
If you select
Opportunities or
Projects in
Report Sections to Include, 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:
How
Vision classifies the
client record depends on settings in the
Client Info Center.
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|