| 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
client included on the report.
|
| Grid Type
|
Specify the type of data for which you want to show additional columns.
The sorting and grouping criteria available for the report vary, based on your setting for this option. For example,
contact-related criteria are available if you select
Contacts, while
opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on this option's setting.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. The report will be filtered based on the
Grid Type field and the open or selected record.
|
| Grid Filter
|
If
Grid Type contains
Opportunities or
Projects, you can use
Grid Filter to limit the opportunities or
projects included in the report to those for
clients classified as one of the following:
-
Client
-
Vendor
- Both
client and
vendor
- Neither
client nor
vendor
How
Vision classifies the
client record depends on settings in the
Client Info Center.
|
| Report In
|
Select the currency to use for amounts:
-
Client Currency — The currency specified in
User Defined Currency on the General tab of the Client Info Center.
-
Presentation Currency — The currency you select in
Presentation Currency.
If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
|
| Presentation Currency
|
If you selected
Presentation Currency in
Report in, select the three-character ISO code for the currency. (The list includes only the currencies that are enabled for your enterprise. )
All amounts on the report will be presented in this currency. Vision calculates the exchanges between the client currency and the presentation currency based on the date you specify in
Exchange Rate as of.
If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
|
| Exchange Rate as of
|
If you selected
Presentation Currency in
Report in, specify the date Vision should use to calculate exchanges between the presentation currency you select and the client currency. Vision determines the correct exchange rates in the daily exchange rate table based on this date.
If no user-defined currency fields exist in the Client Info Center, Vision does not display this field.
|
| 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.
|
| Summarize
Client Detail
|
Select this check box to generate a summary version of the report.
|
|
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 the
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 shows a header but no detail for Department of Defense and includes complete details for Navy and NAVSEA.
- You cannot select NAVSEA, because it is not the parent of another
client.
|
