Use the General tab to select report options for the
Project 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 that you can enter the activity information.
Ajera CRM then creates an activity for each
project 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.
|
| Final Totals
|
Select this check box to include a line at the end of the report that displays totals for all amount columns.
|
| Summarize
Project Detail
|
Select this option to display summary-level data and hide the
project detail.
|
|
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
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 displays a header but no detail for Department of Defense and includes complete detail for Navy and NAVSEA.
- You cannot select NAVSEA, because it is not the parent of another
client.
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