Client List General Tab

Use the General tab to select report options for the Client List report and to save sets of options for reuse.

Contents

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, Ajera CRM displays the Activity dialog box so you can enter the activity information. Ajera CRM then creates an activity for each client included on the report.
Grid Type	Select the type of data for which you want to show additional columns. The available sorting and grouping criteria vary based on the entry in Grid Type. 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 the Grid Type selection. For example, if you select Links, the Links - Description, Links - Path, and Links - Graphic columns are available on the Columns tab and on the Sorting/Grouping tab. If you do not select Links, those columns are not available.
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. If you are printing the report from the Info Center 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 Ajera CRM classifies the client record depends on settings in the Client Info Center.
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.