#56 Reporting Preferences

Dec 18, 2015

Did you know that you can set up your own User Defined Preferences for how much information shows up on reports and notes searches? These preferences give you more control over the reports, and the majority of these options have come from user suggestions.

To view or modify these preferences, click on File | User Preferences in the top left corner of your screen. The Reporting Preferences are listed under the Reporting Tab.


From this screen you can choose the order your notes sort in when you do a notes search, you can define what types of notes you want included on Selection Reports, as well as choose a location on your network to “burst” reports to. For bursting reports, the default location chosen here will be filled in for you, but you can still change it at the time you run the report.

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