| Section | Explanation |
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| Options | These options are standard to all reports. | Header | Choose the information to be included in the report page header. NOTE: Not all Report Header options are applicable to all reports. | | Cover Page | Include a Cover Page with the report that includes information on the options that were selected when the report was generated. Some Cover Page options also allow date ranges or other information to be included in the page header. | | Watermark | Apply a watermark image to the report background. (See /wiki/spaces/HCV5/pages/12517401 Creating Custom Report Watermarks) | | Password | Apply a document password to the report. (See /wiki/spaces/HCV5/pages/1835460 Password Protect a Report) | | New Page | Break the report into a new page after each major item or subsection. | | Name Format | Override the default name format used in the report and choose to display names as one of the Display Name, Reporting Name or Mailing Name on the person's profile. |
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| Style | These options are standard to all reports, and affect the visual appearance. | Layout | Select the Page Layout used for the report. | | Font | Change the default font used in the report. | | Font Size | Increase or decrease the font size of the report. | | Color #1 | Apply a custom color to the report heading. | | Color #2 | Apply a custom color to the report sub-headings and/or borders. |
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| Conditions | Some specific reports may have unique options displayed in this section. |
| Grouping | Some reports allow you to change how information is grouped in the report. For example, the Documented Events report allows you to group on either the person/organization (Name), Event Category or User (that created the event). |
| Detail | Report-specific options. These options allow you to choose to include certain information in the report. If an option is checked, that information will be included in the report. |
| Filter | Some reports allow you to filter the results by specific categories. For example, the Documented Events report allows you to choose specific categories of events to include in the report. If nothing is checked, everything is included. |