Edit report settings in a report template
Change default date range, report settings and layout within a report template at the practice level.
Open a report template at the practice level
Edit default date range for the template
You'll see the default date range for the entire template in a button on the top right. Click to change the date settings.
Edit individual report settings or layout
From the contents menu, select the report you want to edit.
Click Report Settings to:
- Change accounting basis
- Include or exclude columns
- Hide decimals
- Add comparison periods
In financial reports, click Edit Layout to access the layout editor.