Lead Summary
The Lead Summary report shows all information entered in the Lead Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
Private Activities
When you create an activity, you can select the Private option on the Detail tab of the Activities dialog box to restrict access to that activity. That setting affects this report in the following ways:
- If you are the owner, creator, or attendee for a private activity, you can see the full detail of that activity.
- If you are not the owner, creator, or attendee for a private activity, you cannot see any data for the private activity.
The Private option controls what you see throughout Vision, so this report shows any activity that you can view in the Activity Manager or the Activities grid in any Info Center.
International Address Formats on Reports
If you set up address formats in the Code Table Maintenance form (Configuration > General > Code Tables) for countries other than the United States, this report uses those international address formats when appropriate.
Options Dialog Box
Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.
Related Topics
- Display the Lead Summary
The Lead Summary is a lead report. - Lead Summary General Tab
Use the General tab to select report options for the Lead Summary report and to save sets of options for reuse. - Lead Summary Columns Tab
Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats. - User Defined Sections Tab of the Options Dialog Box
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.