Vendor List General Tab

Use the General tab to select report options for the Vendor List report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Grid Type In addition to columns directly related to vendor records, you can include columns that contain 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 vendor.

The available grid types are the following:

  • Contacts
  • Files
  • Opportunities
  • Projects

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 if you want a line at the end of the report that shows total amounts for the entire report.