CRM Project Summary

The CRM Project Summary report displays data for all project-related fields in the Info Center. The report can include user-defined fields. The data is grouped into default sections, and you can also create user-defined sections.

Private Activities

When you create an activity in the Calendar/Activities application, you can select the Private option on the Detail tab of the Activities dialog box to specify that the activity is private. Making an activity private has the following results:

• If you are the owner, creator, or attendee for a private activity, you can see the full detail of that activity on this report.
• If you are not the owner, creator, or attendee for a private activity, you cannot see any data for the private activity.

The Private option controls what you see in the application as well as on the report. Therefore, any activity that you can view in the Activity Manager or Activities grid in any Info Center will appear on the report as well, if you include the Activities section on the report.

International Address Formats on Reports

If you set up address formats in the Code Table Maintenance form (Configuration > General > Code Tables) for countries other than the United States, this report uses those international address formats when appropriate.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.