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Report Options is used to control the report style and page layout. Default report options can be set for all clients within the practice and custom report options can be specified for selected clients.

Report options enable configuration of:

You can set default report options for all clients in your practice. For example, you may wish to include your company logo on the cover page.

You can also set options for specific clients. For example, you may want to print reports with a draft watermark to send to your client for discussions.

Style options

Fonts and sizes

Display options

Options to display cover page, page numbers, rounded balances, watermarks, logos, table of contents, account codes or display one column header.

Page marginsDepending on your printer, you may need to change the margins so that the report fits correctly and that it looks good.

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Accessing report options

Configuring report options

Selecting style options

Setting report display options