Opportunity List General Tab

Use the General tab to select report options for the Opportunity List 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.
Grid Type	Specify the type of data for which you want to show additional columns. The sorting and grouping criteria available for the report vary, based on your setting for this option. 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 this option's setting.
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. The report will be filtered based on the Grid Type field and the open or selected record.
Print 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.
Summarize Opportunity Detail	Select this check box to generate a summary version of the report.
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.
Report In	Select the currency to use for amounts: Opportunity Currency: The currency specified in Currency on the Overview tab of the Opportunities hub. Presentation Currency: The currency that you select for the Presentation Currency option.
Presentation Currency	If you selected Presentation Currency in Report in, select the three-character ISO code for the currency. (The list includes only the currencies that are enabled for your enterprise.) All amounts on the report will be presented in this currency. DPS calculates the exchanges between the opportunity currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Exchange Rate as of	If you selected Presentation Currency in Report in, specify the date that DPS should use to calculate exchanges between the presentation currency you select and the opportunity currency. DPS determines the correct exchange rates in the daily exchange rate table based on this date.