Use the General tab to select report options for the Project List 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.
|
| 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.
|
| Final Totals
|
Select this check box to include a line at the end of the report that displays totals for all amount columns.
|
| Summarize Project Detail
|
Select this option to display summary-level data and hide the project detail.
|
| Firm Hierarchy Lookup
|
If you are using firm hierarchies and you want to generate the report for a firm hierarchy, use the lookup to select a firm in that hierarchy. The report includes the entire hierarchy of which the selected firm is a part.
|
| Report In
|
Select the currency in which to display monetary amounts:
-
Project Currency
-
Presentation Currency: Use the
Presentation Currency and
Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates.
|
| 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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