You can customise your account so that the reports you generate display specific company terms and conditions.  There are two steps to action this:


Firstly, add your Terms and Conditions in the 'My Account' area of your account as follows:

  • Click the ‘My Account’ tab and choose ‘Account Settings’ from the drop down menu. 

  • Scroll to the bottom to find the Terms and Conditions section. 

  • Input your information and format the text to suit your preference using bold, bullets and different font colours. 

  • You can choose to save terms as default so that they show in all your report templates.


Secondly, once the terms are added, you’ll need to edit your report template to include the specific terms that you need for that type of report.  You can do this in the Properties>Report Templates area.


For further guidance, please check out this video: