Report Designer: Setting default report options

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  1. Choose File > Report Designer.
  2. In the Reports list frame of the Report Designer, click the plus (+) sign next to the document type folder to expand the list, and then double-click a report or other document to open it in the design grid.
  3. Choose File > Page Setup, and then click the Report tab. (These settings can be manually overridden on a report-by-report basis from the File > Print - Options dialog in the Report Designer.)
  4. In the Date Options section, select the desired date type, and then mark the checkbox for each date option that you want to include in the selected report.
  5. In the Filtering and Sorting Options section, mark the checkbox for each tab that you want to make available as a filter option at print time in the File > Print - Options dialog.

    Report options vary in the File > Print - Options dialog based on the report type and the default options that are selected on the Reports tab of the File > Page Setup dialog.

  6. Click OK to save the changes and close the dialog.
  7. Save the report. (You may also need to close the Report Designer to see your changes in the File > Print Reports screen.)

Notes

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