Reviewing Report Properties

A report's properties include the report's origin, original name, description, and creation and edit information. The Properties tab of the Report Options window displays basic information about a report and allows you to edit the report description, if you access the window from My Reports or the Shared Library; otherwise, the description is not editable.

Notes:

• The Properties tab is the only available option on the Report Options navigation panel for custom reports. All options (Selection Criteria, Grouping, Sorting, Header and Footer, Cover Page, and Properties) are available for standard reports in the Firm Library. Create and edit custom report settings using the controls in the Report group on the Home tab.
• You can click Reset Defaults at any time to restore settings for all Report Options windows to the system defaults.

To review properties or edit the description for the selected report, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
2. Click My Reports, Shared Library, or Firm Library on the navigation panel and select a view.
3. Select a report from the grid.
4. Click Report Options in the Options group on the Home tab.
5. If you selected a standard report in the Firm Library, click Properties on the navigation panel.
6. Review the report properties or edit the report description. Explain the components of the window.

Component	Description
Origin	Report origin: Factory Shipped, Basic Custom, or Advanced Custom
Original name	Report name on which this report was based
Description	Editable report description (editable only if accessed from My Reports or Shared Library)
Created by	Report creator: CCH or, if custom, a staff name
Created	Installation date or date the report was created
Last edited by	Name of the last staff to edit the report, if applicable
Last edited	Date and time of the last edit, if applicable

7. Do any of the following:

Button	Description
Preview	Saves your current print options and displays the report layout in a new window to preview your settings. You can also start the print process on the Print Preview window.
Print	Saves your current print options and initiates the print process.
Save & Close	Saves your changes and closes the Report Options window.
Cancel	Closes the window without saving your changes.