Use the General tab to select the
organizations for which you want to generate the report. The options on this tab apply to all metrics.
Contents
If you are using the Multicurrency feature, you also select the presentation currency.
| Field | Description |
|---|
| Organization Selection
|
If your firm uses
organizations in
Vision, you can generate this report for all
organizations in the active company, or you can generate it for one or more
organizations that you select.
To generate the report for all
organizations, make sure that
Organization Selection contains
All Organizations. If it does not, blank out the field and either tab out of it or click elsewhere on the tab.
To select
organizations, click
 to display the
Organization lookup. Then select the
organizations for which you want to generate the report, and click
Select.
|
| Presentation Currency
|
Select the currency in which to display all monetary amounts.
Vision converts amounts to the presentation currency using the exchange rates that are effective on the date you specify in
Exchange Rate as of to do the conversions. With a few exceptions, cost amounts are converted to the presentation currency from the project currency amounts, and billing amounts are converted from the billing currency amounts.
You can only select a currency that is enabled for the active company.
|
| Exchange Rate as of
|
Click
 and select the date you want Vision to use to determine the exchange rates for converting amounts to the presentation currency.
|