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The instructions below are about setting report preferences. Select Customize at the top of your report screen to make changes to an individual report. For more information, see How do I customize a report or graph? |
To update these preferences, Select Edit menu > Preferences. In the left pane, choose Reports and Graphs. Select Done after the preferences have been updated.
Account display
- Select Description to use only the account description in the report.
- Select Name to use only the account name in the report.
- Select Both to use the account name and description in the report.
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