Use the General tab to select report options for the CRM Project Summary 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 Activity Manager when you generate the report, select this check box.
DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
DPS creates an activity for each record included on the report.
|
| Report Sections to Include
|
By default, the report includes the following sections:
- Project
- Team
- Firms
- Contacts
- Descriptions
- Activities
- Dates & Costs
- Project Codes
- Awards
- Marketing Campaigns
To exclude a section, clear the check box for that section.
|
| Page Break Between Sections
|
Select this check box to begin each section on a new page.
|
| Report in
|
Indicate the type of currency in which you want to display all monetary amounts:
-
Project Currency: The report uses the currency specified for each project in
Project Currency on the General tab of the Projects hub.
-
Presentation Currency: The report uses the currency that you select in
Presentation Currency for all monetary amounts.
|
| Presentation Currency
|
If you select presentation currency for one of the Report In options, use this option to select the currency in which monetary amounts display. The list includes all currencies enabled for use by your enterprise.
DPS presents all amounts on the report in the currency that you specify, even though projects might not share a common project currency, billing currency, or functional currency.
DPS uses the date that you specify in
Exchange Rate as Of to determine the exchange rates for calculating the amounts.
|
| Exchange Rate as Of
|
If you use the
Presentation Currency option to specify a currency type, use this option to specify the date that
DPS uses to determine the exchange rates used to calculate the presentation currency amounts from the project currency amounts.
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