Use the General tab to select report options for the Marketing Campaign List report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| 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.
|
| Report In
|
Select the currency to use for amounts:
-
Marketing Campaign Currency — The currency specified in
Currency on the General tab of the Marketing Campaign Info Center.
-
Presentation Currency — The currency you select in
Presentation Currency.
|
| 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 marketing campaign currency and the presentation currency based on the date you specify in
Exchange Rate as of.
|
| 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 marketing campaign currency. Vision determines the correct exchange rates in the daily exchange rate table based on this date.
|
| Show 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.
|
