CRM Vendor Summary

The CRM Vendor Summary report shows vendor information entered in the Firms hub, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.