The General tab displays information about the report. The information you can view here covers the following:
Field | Description |
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Type | Whether it is a Master, Practice or Client level report. See Reporter hierarchy. |
Reporting Period | The year(s) for which the report is applicable |
Entity Type | The business structure that distinguishes companies, partnerships, trusts and so on. |
Description | Displays any notes that were entered by the report designer. |
Font | lists the available fonts or the default font can be used. See Setting the font. |
Column Templates | this drop-down enables you to change the column template for the report. |
Default Format Column Template(s) | contains a list of unique names of all column templates used in any format in the report. |