Set Default Data

Default data is information that is automatically loaded into a form the first time it is used in a report. It can be useful for changing the headings on addenda forms or adding terms to your invoice forms.

To use default form data:

  1. In the Forms PowerView, open the form you need and make adjustments to the formatting in any fields that require it.
  2. Click the Form menu and choose Default field data. You then have 3 options:

Set Default Data Font