Use the General tab of the Project Template Audit Options dialog box to select report options for the Project Template Audit 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.
|
| Start Date
|
Specify the start date for the data to be displayed on the report.
|
| End Date
|
Specify the end date for the data to be displayed on the report.
|
|
DPS User
|
To show audit information for one
DPS user, enter the user ID or select one from the lookup.
|
| Operation Type
|
By default, the report includes all record operations. To show audit information for a single type of operation, select it from the drop-down list.
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