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If this report is being run for the first time, the report options screen will be displayed. ( Generating the report again will remember the settings you used; to changed these options and run the report again with new options, click on the Options button on the toolbar which will display the options screen and regenerate the report.)

Some of the options available from which to select will vary depending on which report you are running while some are standard to all reports.

SectionExplanation
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.

WatermarkApply a watermark image to the report background. (See Creating Custom Report Watermarks)
PasswordApply a document password to the report. (See Password Protect a Report)
New PageBreak the report into a new page after each major item or subsection.
Name FormatOverride 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.
Style

These options are standard to all reports, and affect the visual appearance.

LayoutSelect the Page Layout used for the report.
FontChange the default font used in the report.
Font SizeIncrease or decrease the font size of the report.
Color #1Apply a custom color to the report heading.
Color #2Apply a custom color to the report sub-headings and/or borders.
ConditionsSome 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).

DetailReport-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.

After making your selections from the available options and panels, click 'Save' to generate the report, or 'Cancel' to cancel it.

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