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titleI actually want to customize my report

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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