Adding a Custom Description to Your Report

You can add a custom description to your report by entering text in the Description field on the Report Builder (or Financial Report Builder) page. This text has a limit of 200 characters.

As you add customization options to your report, this field is updated with text describing the options you selected.


When you have edited this field, the text is no longer updated by the system when you add more customization options.

To add a custom description to your report:

  1. Click Customize in the footer of the report.

  2. Click More Options.

  3. In the Description field, enter a custom description or add customization options and the field will be automatically updated.

  4. Click Save.

  5. Run the report.

  6. Click the Options button in the footer of the report.

  7. Check the Print Description box.

  8. Click Close.

    Example of adding a custom description to a report.

Related Topics

Example Report Format Changes
Removing a Report Title
Adding Grid Lines to Your Report
Viewing Your Report in Microsoft® Word or Microsoft® Excel
Viewing Your Report as a Pie Chart, Bar Graph or Line Graph
Adding Your Company's Logo to Your Report

General Notices