The General tab displays information about the report. The information you can view here covers the following:
| Field | Description |
|---|
| 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. |