Project List General Tab

Use the General tab to select report options for the Project List 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 project included on the report.
Grid Type	In addition to columns directly related to project records, you can include columns containing associated data. Use Grid Type to select the set of associated columns you want to include. For example, if you select Contacts, you can include columns for contacts associated with each project. The available sorting and grouping criteria vary based on your entry in Grid Type. For example, contact-related criteria are available if you select Contacts, while opportunity-related criteria are available if you select Opportunities.
Print Final Totals	Select this check box to display totals for amount columns for the report as a whole.
Summarize Project Detail	Select this option to display summary-level data and hide the project detail.
Client Hierarchy Lookup	If you are using client hierarchies and you want to generate the report for a client hierarchy, select a client in that hierarchy. The report includes the entire hierarchy of which the selected client is a part. Example: If you select Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true: If you select Department of Defense in Client Hierarchy Lookup, the report includes detail for all clients associated with Department of Defense, Navy, and NAVSEA. If you select Navy in the Lookup, the report displays a header but no detail for Department of Defense and includes complete detail for Navy and NAVSEA. You cannot select NAVSEA, because it is not the parent of another client.
Report In	Indicate in which of the following types of currency you want Vision to display monetary amounts: Project Currency Presentation Currency — Use the Presentation Currency and Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates.
Presentation Currency	If you select Presentation Currency in Report In, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise. Vision presents all amounts on the report in the currency you specify, even though projects might not share a common project currency, billing currency, or functional currency. Vision uses the date you specify in Exchange Rate as Of to determine the exchange rates to use to calculate the amounts.
Exchange Rate as Of	If you select Presentation Currency in Report in, specify the date you want Vision to use to determine the exchange rates to use to calculate the presentation currency amounts from the project currency amounts. You can enter the date directly in the field, or you can click and select the date.