Use the General tab to specify a name for the Account List and to specify the detail included for account groups and company access.
Contents
| Field | Description |
|---|
| Report Name
|
You can edit the default name.
|
| Grid Type
|
In addition to columns directly related to account records, you can include columns containing associated data. Use
Grid Type to select the set of associated columns you want to include. For example, if you select
Company Access, you can include columns for company access associated with each account.
The available sorting and grouping criteria vary based on your entry in
Grid Type. For example, company access related criteria are available if you select
Company Access, while account groups related criteria are available if you select
Account Groups.
|
| 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.
|
