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Remove Table of Contents and Cover Page from Report

Remove the default table of contents and/or cover page from reports to create shorter documents

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Written by Ian Cody

Steps

  1. Go to DashboardGlobal Settings

  2. Click the Reports tab

  3. Select the report to adjust (e.g., Quote Invoice)

  4. Click Add-ons on the left panel

  5. For Cover Page: Select None

  6. For Table of Contents: Select None

  7. Click Save

Result

Future reports of this type will generate without the cover page and/or table of contents.

Tips

  • This is a global setting—affects all reports of this type

  • You can remove one but keep the other

  • To restore, go back and select a cover page or enable table of contents

  • Create multiple report configurations for different needs

Related Features

  • Creating a Custom Cover Page

  • Add Client Signature to Quote

  • Generating Quote Invoice Proposal

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