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Edit the default report notes

Specify the default summary that appears in online and scheduled reports. For online reports only, your customers can temporarily modify this text when they generate a report. However, after they generate the report, the content in the Summary field is set back to your specified default text.

This feature is only available at the system or product administrator level.

  1. On the Administrator Console in the Product Settings area, click Default Report Notes.
  2. Select the Report Type.
  3. Enter the default text that will appear in the customer level report.
  4. Click OK.

When the customer opens the report, the content entered in the Summary field appears on the report.