The following options set your custom defaults used to create, print, and export reports:
- Print options. Sets your default page setup, printer device, number of copies, and export file type, name, and storage location preferences for a selected report. Options are applied to the selected report.
- Report options. Defines report content and the grouping and sorting of that content. Options are applied to the selected report.
- Custom preferences. Customizes the visual output of custom reports including font, page orientation, paper size, and layout. Your selected options are applied to all printed custom reports. Custom preferences are not applied to standard reports in the Firm Library.
Access all options from the Options group on the Home tab.