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Jan 7, 2022 3:37 PM UTC
Solved

Watermarks on reports

Is there a way to put a DRAFT watermark on reports (such as the P&L and Balance Sheet)?

MonicaM3
MonicaM3Answer
Jan 7, 2022 4:06 PM UTC

Happy Friday @dLearned.

 

I hope your week has gone along smoothly. I see you're interested in having a watermark on some reports.

 

While there isn't currently a way to add a watermark, an option may be to create a customized report and have "Draft" in the name. Here's how:

  1. Go to the Reports menu.
  2. Locate and select the report you want to customize.
  3. Click Customize.
  4. Choose the Header/Footer section, edit the name to include Draft.
  5. After you customize a report, select Save customization.
  6. Give your report a name.
  7. Select Save.

Feel free to let me know if you have any additional questions about reports or anything else. I'm a quick click away and ready to help any time.

 

Have a great weekend!

 

2 replies

MonicaM3
MonicaM3Answer
Jan 7, 2022 4:06 PM UTC

Happy Friday @dLearned.

 

I hope your week has gone along smoothly. I see you're interested in having a watermark on some reports.

 

While there isn't currently a way to add a watermark, an option may be to create a customized report and have "Draft" in the name. Here's how:

  1. Go to the Reports menu.
  2. Locate and select the report you want to customize.
  3. Click Customize.
  4. Choose the Header/Footer section, edit the name to include Draft.
  5. After you customize a report, select Save customization.
  6. Give your report a name.
  7. Select Save.

Feel free to let me know if you have any additional questions about reports or anything else. I'm a quick click away and ready to help any time.

 

Have a great weekend!

 

dLearnedAuthor
Jan 7, 2022 4:51 PM UTC

Thanks.  That's not quite as noticeable, but temporarily workable.