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.

Contents

Field	Description
User-Defined Sections drop-down list	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Move Up	To move a section up in the list, click in the row for that section and click this option. Vision displays the sections in the order they are listed in the grid on the User Defined Sections tab.
Move Down	To move a section down in the list, click in the row for that section and click this option. Vision displays the sections in the order they are listed in the grid on the User Defined Sections tab.
Insert	Click this option to add a new section.
Copy	To copy an existing section to create a new section, click in the row for the existing section and click this option.
Delete	To remove a section, click in the row for that section and then click this option.
Section Label	Enter a descriptive label for the section.
Show Heading	Select this option if you want Vision to display the section label on the report.
Column 1-5 Label Width	Enter the width for the heading in each of the section columns. Use inches or millimeters, based on which one you selected in the Unit of Measure field on the report Options Layout tab.
Column 1-5 Field Width	Enter the width for the data in each of the section columns. Use inches or millimeters, based on which one you selected in the Unit of Measure field on the report Options Layout tab.