Create User-Defined Sections

Use the User Defined Sections tab to add sections to Customer Relationship Management (CRM) reports such as the Client Summary report and the CRM Employee Summary report.

If you want to combine standard columns and grid columns in the same report, for example, you must set up a user-defined section for the standard columns and another section for the grid columns, and you must assign the columns of each type to the appropriate section. You cannot assign different types of columns to the same report section.

To create user-defined sections, complete the following steps:

1. Open the Options dialog box for the report.
2. Click the User Defined Sections tab.
3. If this is the first user-defined section for the report, enter a label for the section in Section Label.

   If this is not the first user-defined section, click Insert to add the new section to the grid, and enter a label for the section in Section Label.

4. In the other grid columns, enter the other settings for the section.
5. Click the Columns tab.
6. Select the Select check box for a column that you want to add to a user-defined section.
7. In Section for that column, select the user-defined section in which you want the column displayed.
8. If the column is a vertical (non-grid) column, enter a number from 1 to 5 in Section Column to specify the location of the column in the section.
9. Repeat steps 6 - 8 for each column you want in the section.
10. After you set all report options, click Apply.