Use the General tab to select report options for the 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 opportunity included on the report.
|
| Grid Type
|
Select the type of data for which you want to show additional columns. The
Grid Type lists all grids that are defined on the User Defined tab for the user-defined info center.
The available sorting and grouping criteria vary based on your the entry in
Grid Type. For example, activities-related criteria are available if you select
Activities.
|
| Report In
|
Select the currency to use for monetary amounts.
|
| 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.
|