Format Tab

Note: Don’t see this? Expect its wider release in a future update.

From Format, determine the appearance of your report. Depending on the report type you select, you can:

• Headings — Enter a report title and subtitle, print the organization name in the header, include page numbers, or include the report execution date.

• Sort and break — Determine the record sort order, select how to break the report, or include record counts.

• Optional columns — Include additional columns to display relevant information.

• Name formats — Select addressee and salutation formats for constituents and fundraisers.

Note: Not all report types include every format option.