Report Options

To set report options, do the following:

  1. In the Report Title field, enter a title for the report.

  2. In the Report Date field, enter a date for the report in MM/DD/YYYY format or click the calendar icon and select a date.

  3. The Add disclosure to cover page check box is checked by default. Un-check the box if you do not want to add disclosures.

  4. Check the Change "Prepared For" Title check box if you want a different client name to appear on the cover page.

  5. Click OK.