Setting Cover Page Options

The Cover Page tab of the Report Options window allows you to select the options to use on a report's cover page.

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 set cover page options for a standard report, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
2. Click Firm Library on the navigation panel and select a group.
3. Double-click a report from the grid or select a report and click Report Options in the Options group on the Home tab.
4. Click Cover page on the navigation panel.
5. Select from the following components that you want to appear on the cover page:
   • Selection criteria
   • Sorting and grouping
   • Header and footer
   • Properties

   Note: You can edit the components by clicking their respective titles (Selection Criteria, Sorting, Grouping, Header and Footer, and Properties) on the navigation panel.

6. 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.