General Settings

The Report Settings window will contain two or more tab pages, depending on the report you have selected. At a minimum, the General Settings tab and the Criteria Settings tabs will be available. The General Settings tab is used for details like the report title and sort options, while the Report Criteria tab is used to restrict the records that will be shown by the report.

The Settings window displays immediately when a report is selected, or may be reopened by clicking the Settings button on the Reports window.

The General Settings Tab

This tab contains various general options for the report that do not affect which records are returned.

Report Title - If the report contains an editable title, you may change it here.

Sort Order - If the report sort order can be changed, you may change it here. (Some complex reports, such as reports with built-in grouping levels, have a preset sort order that cannot be changed.)

Address Format - If the report contains an address block, this field enables you to choose the address format to use for the report.

Label - When printing mailing labels, this field enables you to choose the label format to use. (If you need to use a type of label that is not listed, contact us to request a new format.)

When this Report is Selected in the Future - This setting essentially determines whether or not this settings window should open the next time you run this report. If you choose to run the report immediately, the report will be automatically displayed using the current settings.  If you want to change the settings, you can still do so by clicking the "Settings" button on the Reports window. This is helpful of you do not normally need to adjust the report settings.