How to Manage Options in the Body of Statement Dropdown List

This topic provides instructions on renaming an option in the Body of Statement dropdown list. It also includes instructions for removing an option from this list so that it is no longer available for users to select when setting up a Donor report. 

Renaming an Option in the Body of Statement Dropdown List

If you want to change the name of a template option in the Body of Statement dropdown list, do the following:

1. Display the Donor Reports page. 
2. In the upper right, click this button: . From the displayed menu, select this option:   Contents.
3. In the Report Contents window, complete the following:
   1. On the Statements tab, select the option you want to rename from the Body of Statement dropdown list.
   2. Click . Then, in the Name field, type a new name for the option.
   3. Click  to save the change.

The system updates the name of the option in Body of Statement dropdown list.

Removing an Option from the Body of Statement Dropdown List

To remove a option you no longer want to show in the Body of Statement dropdown list, complete the following:

1. Display the Donor Reports page. 
2. In the upper right, click this button: . From the displayed menu, select this option:   Contents.
3. In the Report Contents window, complete the following:
   1. On the Statements tab, select the option you want to remove from the Body of Statement dropdown list.
   2. Click . Then, click  to confirm the deletion.
   3. Click  to save the change.

The system removes the option from the Body of Statement dropdown list. Users can no longer select the option when creating donor reports.

 

Related Topics

Content and Layout Options for Donor Reports

 

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