The General tab contains options specific to the selected report. Use the General tab to rename the report, set report-specific options, save sets of options for use in future Reporting sessions, apply an existing set of saved options, or restore default options.
For example, the General tab for the Project Summary report contains options that you use to summarize data, report at billing rates, and display overhead amounts, direct expenses, and unposted time.
This table contains options that display on the General tab for most or all reports. See individual report descriptions for options and fields specific to a particular report.
Contents
| Field | Description |
|---|
| Report Name
|
Use this field to specify the name of the report that displays in the report header. You can change the default name.
|
| Create Activity
|
To create one or more activities related to the report in the Calendar/Activities application, 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 primary record included on the report. For example, if you select
Create Activity for a
project report,
Vision creates an activity for each
project included on the report.
This option is only available for the following types of reports:
Client, Contact, Employee, Opportunity, and
Project.
|
| Report-specific Options
|
The General tab normally also contains options specifically for the selected report. See the individual report descriptions for information on the options available for each report.
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