Personalizing a plan document

Before building reports need to specify personal details, like name, manager, company and address.

Open Properties from the menu File.

In the dialog type your name, company, manager, address or leave blank unneeded fields. This information will be included in future reports. All predefined reports support personalization. To include personalization support in the custom reports follow steps defined in the Customizing report templates topic.

See also

Building reports | Customizing report templates

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