Report Designer: Options for letters

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You can select options on the Report tab of the File > Page Setup dialog to modify related options in the File > Print - Options dialog in the Report Designer and in the File > Print Reports screen.

Select a letter in the Report Designer, choose File > Page Setup, and click the Report tab.

See also: Making report options available at print time

Selecting header, footer, and date options

  1. Choose how you want the header or footer to print on the selected letter. The drop-down list includes options to print on every page, on the first page only, on all but the first page, or on the first page with alternate on subsequent pages.
  2. Select the date type to print on the selected letter.

    Note: The type of dates that are available vary based on the report type. For example, letters include standard dates and accounting dates.

Selecting options for letters

The following options for filtering and sorting and implied filtering apply to the selected letter.

The implied filter is the default setting that can be overridden in the File > Print > Options dialog.

Mark the checkboxes for the data sources to include in the File > Print > Options dialog when you print the selected report.

Note: Data sources vary based on the variables that are inserted on the selected report. For example, for a report that includes client variables, the Client checkbox is displayed in the Filtering and Sorting Options section.

The options you choose here determine the default accounts and transactions (based on their type) that are included when you print the selected report.

Note: You can override certain implied filtering options in the Filtering and Sorting section of the File > Print > Options dialog when you print the selected report.

For general ledger accounts

  • None. Applies no default filtering so that all general ledger accounts are displayed.
  • Non memo accounts. Filters out memo-type accounts so that only non-memo type accounts are displayed.

The options you choose here determine the default transactions (based on their status) that will be included when you print the selected report.

Note: You can override certain implied filtering options in the Filtering and Sorting section of the File > Print > Options dialog when you print the selected report.

For transactions

  • None. Applies no default filtering so that all transactions (regardless of status) are displayed.
  • Standard. Filters out voided and deleted transactions so that only standard, live transactions are displayed.

If you attempt to delete a letter that is attached to a report profile, the application generates a Values do not exist error. Prior to deleting a specific letter, we recommend that you verify and remove it from all report profiles.

Related topics

Making report options available at print time

Reporting and Report Designer: Procedures

Standard reports list

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