when I print out or email my clients reports I have a cover page and then and index and then a client details page which I have to keep in an excel spread sheet. I am a believer in having information all in one place. Any how are we able to print out a custom report with the business details. I have been searching on here and under guides but can not see any thing I keep reading about contacts but dont seem to find out how to create them. I thought I could create the details as a contact and print that. Is there a work around?
I can not even get custom fields in a customer report
No. Reports like you describe are not generally considered financial statements or accounting functions.
You cannot. Some past forum discussions have suggested the possibility of substituting contacts for customers, suppliers, and employees. But that has never been done.
Correct. You cannot modify the content of a built-in report.