Summary reports

A summary report shows an overview of customer information. It's displayed when a user opens a company, person, opportunity, or case record and clicks the Summary tab, and then clicks Summary report.

The screenshot below shows the Company summary report.

• Header content is summary information from the current entity. To customize header information, click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | Summary Report | Edit Summary Content.
• List output is information from the entities linked to the current entity. To customize the layout of a list, click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | Summary Report | <List>.