Opportunity Audit Detail General Tab

Use the General tab of the Opportunity Audit Detail Options dialog box to select report options for the Opportunity Audit Detail 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 Calendar/Activities application when you generate the report, select this check box. When you generate the report, Vision displays the Activity dialog box so you can enter the activity information. Vision then creates an activity for each opportunity included on the report.
Start Date Enter the starting date for the data to be included in the report, or click the calendar icon and select a date.
End Date Enter the ending date for the data to be included in the report, or click the calendar icon and select a date.
Vision User To show audit information for one user, either enter the user ID, or click and select the user ID on the lookup.
Operation Type By default, the report includes all record operations. To show audit information for one type of operation, select it from the drop-down list.