Use the General tab to select report options for the Opportunity Top-Bottom Performers report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Order
|
Select
Top or
Bottom to indicate whether you want the report to display top performers or bottom performers. Then enter the number of records.
Example: To show the top ten performers, select
Top and enter
10.
|
| Format
|
Select
Dashpart to generate this report as a dashpart on your Dashboard.
Select
Report to generate this report as a report.
|
| Performer
|
Select the type of performer for which you want to generate the report.
|
| Opportunity is only available if your firm is using Vision Customer Relationship Management (CRM).
|
| By Metric
|
Select the metric by which you want to rank performance.
Columns that you add for calculated fields are not available for selection in this field.
|
| Exclude Performers with negative Metric calculation
|
Select this check box to omit performers for which the selected metric has a negative value.
|
| Exclude Performers with zero Metric calculation
|
Select this check box to omit performers for which the value of the selected metric is zero.
|
| 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.
|
| 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.
If you are not using the Multicompany feature, you can only select a currency that is enabled for your company. If you are using the Multicompany feature, you select from a list of all currencies enabled for the companies in your enterprise.
|
| Exchange Rate as of
|
Click
 and select the date that you want Vision to use to determine the exchange rates for converting amounts to the presentation currency.
|