Use the General tab to select report options for the Opportunity 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 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.
|
| Report Sections to Include
|
By default,
DPS includes all of the following sections on the report (the check box for each section is selected). To exclude a section, clear the check box.
- Opportunity
- Team
- Firms
- Contacts
- Activities
- Milestones
- Proposals
- Project Codes
- Marketing Campaigns
- Competition
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
