Formatting Overview

The formatting options on the Columns tab, Sorting/Grouping tab, Graph tab, and Layout tab of the Options dialog box for a report directly affect both the content and layout of that report. You control which columns are included, the order in which they appear, column width, and many other formatting elements.

You can save a set of reporting options for use in future reporting sessions. If you do, the saved set of options includes any formatting options you specify. You can combine a set of saved options with a set of saved selection criteria to create a favorite. After you create a favorite, you can generate a favorite report with current data with just one click on the Reports grid.

Executive reports and mailing labels for customers, contacts, employees, leads, and vendor/partners have formatting options that are different from other standard reports.