Report Tab

Use the Report tab to change the display name of the report, or the title and subtitle on the report. You can also change other elements of the report that do not pertain to filtering the data like the text, page setup, export settings, and email options. All reports, including custom reports, can be scheduled and saved or emailed.

Name

Type a name for this report. This name is displayed in the Reports list. Use a descriptive name that suggests what the report displays.

Title

Type the title for the report. This is the title that displays at the top of the report by default. You can change this behavior using the Header button.

Subtitle

Type a subtitle for the report. The subtitle displays below the title by default. You can change this behaviour using the Header button.

Report Text

Use this group to change settings that are specific to the non-data text that displays on the report. Use this group for translating custom reports to other languages and customizing the text that displays outside of the report data.

Page Setup

Use this group to change how the report prints to your printer and what default font is used to display the report.

Export Settings

Use this group to change the way exported data is displayed. Once the export data is displaying, use the Save or Email button to complete the export.

Miscellaneous

Use this group to change any default email settings for this report. Reports that are emailed use these settings when emailing.