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Report Designer

Print reports

Do the following to print reports:
  1. Select
    File
     then
    Print Reports
    .
  2. In the
    Print Reports
     screen, double-click any report or report profile to add them to the Selected Reports list and choose the print options for each report.
    note
    • Select the Chart of Accounts - Detailed report from the Accounting folder to create a spreadsheet you can use to import a client's chart of accounts.
    • Accounting Treatment Options:
      • The accounting basis can be set up in the Accounts Payable and Accounts Receivable tabs on the Clients screen to be used as the default for reports that use the Client basis and reports that depend on a basis, but don't offer the accounting treatment options at print time.
      • Basis types that are applied to amounts in a report or financial statement in the Report Designer Design Tools frame aren't overwritten with the basis that is selected in the Print Options window at print time.
    • Journal Entry Format
      • APSUM is a reference that's used when summarizing entries for Accounts Payables.
      • ARSUM is a reference that's used when summarizing entries for Accounts Receivables.
      • The reference PAYROLL is used when summarizing Payroll Journals (you can customize this reference on the
        Enter Transactions
         screen in
        Edit
        Options
         on the
        Transaction Defaults
         tab).
  3. Select
    Print Selected
     to open the Print window.
  4. If you want page numbers to continue across all of the reports and profiles that you're printing, mark the
    Continue page numbering across reports/profiles
     checkbox and select a starting page number. Otherwise, page numbering will restart at
    1
     for each report.
  5. Mark the checkbox for each output you want to use for this report.
    • Printer.
       Select the appropriate printer and then specify the number of copies to print, the page range, and whether to print duplex or single-sided pages.
      note
      Page range options are unavailable (grayed) when you access the Print window via
      Print Selected
      . However, you can select page range options when you choose to print documents from the
      Print Preview
       screen.
      • When your firm is licensed for GoFileRoom and the GoFileRoom Client Add-In is installed, the
        GoFileRoom
         option is available in the drop-down list for the
        Output to printer
         field. You'll need to choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the dropdown. When you print to GoFileRoom, the application opens the
        Print to GoFileRoom
         window, where you can select the drawer and index information.
      • When your firm is licensed forWorkpapers CSand the Workpapers CS print driver is installed, the
        Workpapers CS
         option is available in the dropdown for the
        Output to printer
         field. When you print toWorkpapers CS, the application opens the
        Workpaper Properties
         window, where you can select the client, binder name, and folder location, and enter a workpaper reference and workpaper name.
    • FileCabinet CS.
       This option is available when your firm is licensed for FileCabinet CS and it's installed. When you print to FileCabinet CS, the application opens the
      FileCabinet CS Documents
       window, where you can select the FileCabinet CS location, document names, and other document options. When you mark the
      Send to NetClient CS Document Presentation
       checkbox, the application automatically queues documents within FileCabinet CS to send to your client's Document Presentation portal in NetClient CS.
    • Onvio Documents.
       This option is available when your firm is licensed for Onvio Documents. You'll need to also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the dropdown. When you choose this option, you'll need to sign into Onvio Documents, where you can select
      OK
       to send the item to the Documents area for the selected client.
    • File.
       Select the file type and specify the location in which to save the reports. For Adobe Acrobat (*.pdf) files, you can password protect the documents, if desired. When you mark the
      Open file when complete
       checkbox, the application automatically opens the documents in the default application based on the selected file type.
  6. Select
    OK
     to print the reports to the selected outputs.
    note
    • To preview or print a report, you'll need to have the appropriate security group permissions to access the specific reports listed in the profile.
    • To print reports for multiple clients, select
      is in the list
      ,
      is in the ID range
      , or
      is in the name range
       in the
      Client
       dropdown in the Client section. When using
      is in the list
      , select ellipsis to open the
      Multiple Selection
       window. Select the appropriate clients from the list then select
      OK
       to print report data for those selected clients only.
    • To save report options currently specified for all of the selected reports that are not within a report profile, select
      Save Report Options
      .
    • To change the order in which the reports are printed, select a report or report profile and drag it to the desired location in the list.
    • To preview the selected reports and report profiles before printing, select
      Preview Selected
      .
    • You can set additional report printing options in the
      User Preferences
       window, such as printing report profiles as a single document or a set of individual documents.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Reports

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