| 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
project included on the report.
|
| Grid Type
|
In addition to columns directly related to
project records, you can include columns containing associated data. Use
Grid Type to select the set of associated columns you want to include. For example, if you select
Contacts, you can include columns for contacts associated with each
project.
The available sorting and grouping criteria vary based on your entry in
Grid Type. For example, contact-related criteria are available if you select
Contacts, while opportunity-related criteria are available if you select
Opportunities.
|
| 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. If you are printing the report from the Info Center application, the report will be filtered based on the
Grid Type field and the open or selected record.
|
| Print Final Totals
|
Select this check box to display totals for amount columns for the report as a whole.
|
| Summarize
Project Detail
|
Select this option to display summary-level data and hide the
project detail.
|
|
Client Hierarchy Lookup
|
If you are using
client hierarchies and you want to generate the report for a
client hierarchy, select a
client in that hierarchy.
The report includes the entire hierarchy of which the selected
client is a part.
Example: If you select
Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true:
- If you select
Department of Defense in
Client Hierarchy Lookup, the report includes detail for all
clients associated with Department of Defense, Navy, and NAVSEA.
- If you select
Navy in the Lookup, the report displays a header but no detail for Department of Defense and includes complete detail for Navy and NAVSEA.
- You cannot select NAVSEA, because it is not the parent of another
client.
|
| Report In
|
Indicate in which of the following types of currency you want Vision to display monetary amounts:
-
Project Currency
-
Presentation Currency — Use the
Presentation Currency and
Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates.
|
| Presentation Currency
|
If you select
Presentation Currency in
Report In, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise.
Vision presents all amounts on the report in the currency you specify, even though projects might not share a common project currency, billing currency, or functional currency. Vision uses the date you specify in
Exchange Rate as Of to determine the exchange rates to use to calculate the amounts.
|
| Exchange Rate as Of
|
If you select
Presentation Currency in
Report in, specify the date you want Vision to use to determine the exchange rates to use to calculate the presentation currency amounts from the project currency amounts.
You can enter the date directly in the field, or you can click
 and select the date.
|