Create optional sections in your reports

By using optional sections, you can create versatile reports that adapt to various situations without needing multiple versions.

In the Report Designer, you can specify rows, columns, and regions as optional in most reports and financial statements (but not letters).

When printing, this lets you choose which parts of a report to include or exclude.

important

You need at least 2 optional regions for the feature to activate.

tip

You can select multiple rows or columns at once.

Changes you make here will apply when printing to other screens too.

Open the Report Designer.

Select File
, then Report Designer
.

Find your report in the list.

Make a row optional:

Select the row number.

In Design Tools, mark Optional section
.

Give the section a name.

Mark Print by default
to set the default state for the report.

Make a column optional:

Select the column header.

Follow the same steps as for rows.

Make a region optional:

Select the region header.

Follow the same steps as for rows.

note

To rename a custom region, select anywhere in that region and choose Edit
, then Rename Region
.

Save your changes.

This article applies to: