Use the General tab to select report options for the
Project Audit Detail 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.
|
| Start Date
|
Enter the start date for the data to be displayed on the report, or click
 and select the date.
|
| End Date
|
Enter the end date for the data to be displayed on the report, or click
and select the date.
|
|
Ajera CRM User
|
To show audit information for one
Ajera CRM user, enter the user ID or click
 and select the user ID on the lookup.
|
| Operation Type
|
By default, the report includes all record operations. To show audit information for a single type of operation, select it from the drop-down list.
|
