Use the General tab to select report options for the Firm CRM 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:
-
Firm Currency: The currency specified in
Custom Currency on the Overview tab of the Firms 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 are presented in this currency.
DPS calculates the exchanges between the firm 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 that you select and the firm currency.
DPS determines the correct exchange rates in the daily exchange rate table based on this date.
|
| Report Sections to Include
|
By default, the following sections are included on the report:
- Firm
-
Addresses
-
Contacts
- Activities
- Projects
-
Opportunities
- Associations
- Vendor Information
To exclude a section, clear the check box.
|
| Grid Filter
|
If you select
Projects or
Opportunities in
Report Sections to Include, you can use this option to limit the projects or opportunities included in the report. How
DPS classifies the record depends on settings in the Firms hub.
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
