To choose information you want to include on a report

The Index to Reports window should be displayed. (To find the Index to Reports window)

1. When you find the report you want to use, highlight it.



2. Click the Customize button at the bottom of the window.



3. In the Report Customization window:

• Make selections for the general filters that appear in the top portion of the window. (Using report filters)

• Click the Advanced Filters tab and make entries or selections that further limit the information on your report. (Using the Report Fields tab (Report Customization window))

• Click the Finishing tab and make selections to include or exclude certain additional information on your report (company name or address or report date and time, for example). (Using the Finishing tab (Report Customization window))

4. Click OK.

You can now print or display the report with the Customization you selected.

Related topics

• Using report filters