CRM Employee Summary General Tab

Use the General tab to select report options for the CRM Employee Summary report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Report Sections to Include By default, Ajera CRM includes all of the following sections on the report:
  • Employee
  • Education
  • Licenses
  • Skills
  • Resumes
  • Activities
  • Projects
  • Opportunities
  • Clients
  • Contacts

To exclude a section, clear the check box.

Page Break Between Sections Select this check box to insert a page break between report sections.