Billing Q&A: Report Descriptions

April 2021    Tags: , ,

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.
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