The name of the report. This must be unique across all users and categories.

The name of the view used for the report. A view is a virtual table that pulls data from one or more database tables and presents it in the report.

For a list of views that you can use in reports, see Report views. If a view containing the fields that you require is not listed, you can create a new view. For more information, see Creating a view.

When you select a view, the Select Column panel is displayed. For more information, see Select Column panel fields and buttons.

The category that contains the report.

• List displays data as a list. When you select this option, the Auto Hyperlinking field is displayed.
• Cross Tab displays data as a grid. A row represents one field, a column represents another field and the intersection of rows and columns summarizes data. When you select this option, the Cross Tab Category field is displayed.
• Historical displays data within a specified date range. When you select this option, the In Range Field, Out of Range Field, and Date Partition fields are displayed. For more information, see Select Column panel fields and buttons.

The style applied to the report. Standard with grids displays grid lines on the chart section of a report.

You can define styles and make them available from this field. For more information, see Adding a new report style.

The number of rows of data on each page of a list report that's displayed on screen. The report header, title, and footer are not counted as rows.

A free text description of the report.

A private report is not displayed to other users.

Links are automatically created from the contents of a list report that's displayed on screen to relevant Sage CRM records. For example, a company name opens the company summary page. Hyperlinks are available on predefined fields only.

The currency values entered in the system are used in reports. This is available in multicurrency systems only. For more information, see Enabling multicurrency support.

Currency fields are displayed in reports to the decimal precision defined in Base Currency. For more information, see Changing the base currency. Numeric fields are displayed in reports to the decimal precision defined in <My Profile> | Preferences.

Duplicate rows are removed from the report output. For example, in a report listing companies with high priority cases, the company Design Right has two high priority cases so it appears twice. If Select Distinct Values is selected, Design Right appears once.

The report contains data that's applicable to the current user only. For example, a Communication list report displays communications scheduled for the current user only.

The report contains data that's applicable to the current user's primary team only. For example, an Opportunity list report displays opportunities assigned to current user's team only.