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Editing Report Options

Report Options can be used to control the report style and page layout. See Configuring report options.

How to edit report options
  1. Preview the financial statement for the client. See Previewing financial statements. The Report Preview window opens.

  2. Find the report whose options are to be edited.

  3. Select the report.

  4. Click Report Options. The Report Options window opens.

  5. Change the Style Options, Display Options and /or Page Margins as required. See Configuring report options.

  6. Click OK. The Report Options window closes and the financial statement is regenerated. The Report Preview window updates showing the financial statements with the applied changes.
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