Use the General tab to select report options for the Firm List 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.
|
| Grid Filter
|
If you select
Projects or
Opportunities in
Grid Type, 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.
|
| 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.
|
| Print Final Totals
|
Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
|
| Summarize Firm Detail
|
Select this check box to generate a summary version of the report.
|
| 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.
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