Billing Q&A: Report Descriptions

April 2021    Tags: Printing, Reports, Tabs3 Billing

I have several report definitions for a specific report that I print regularly. Is there a way to add a description to the report so we can tell the difference between them?

We can include a report description for each of the report definitions. The report description will then be displayed on the report, allowing you to tell which report is which.

To include a report description in a report definition

1. Open the report.
2. Click Load.
3. Select the desired report definition and click OK.
4. Click Save.
5. In the Save Report Definition window:
   1. Optionally edit the Description field.
   2. Select the Display Description in report header check box and click OK.
6. Repeat steps 1-5 for each report definition.