Lead List General Tab

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

Contents

Field Description
Report Name You can change the default report name.
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.
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.