Help centre · Accounts
How do I change the name printed at the top of my reports?
Open this screen in Saral/accounts/individual-report
On Financial Reports open the report heading settings (the gear beside the title) and type the heading. It is set once for the group and used by every export on that page — PDF, Excel and the emailed pack.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.