Use the General tab to select report options for the
Vendor List report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Grid Type
|
In addition to columns directly related to
client records, you can include columns that contain 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
vendor.
The available grid types are the following:
-
Contacts
-
Files
-
Opportunities
-
Projects
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 if you want a line at the end of the report that shows total amounts for the entire report.
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