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Administration

Formatting Reporting Parameters

You can use the
Formatting
 tab to set up the system parameters for reports. By selecting
Administration > System > Manage Configurations > Formatting
 you will find the following report parameters.
Parameter
Procedure
Add Report Header
Text entered (up to 200 characters) will display as a Header on all reports when they are printed. The header can have up to 65 characters.
Add Report Footer
Text entered (up to 200 characters) will display as a Footer on all reports when they are printed. The footer can have up to 65 characters.
Set Print Pages Wide
Enter the number of pages wide that reports should print to. If no amount is entered the reports will shrink to fit into one page.
Client Name in Reports
Allows the text entered (up to 200 characters) will display in the header of reports and will replace the name from the license file.
Reporting Currency for Name in Report Headers (up to 65 characters)
When viewing in reporting currency, this parameter allows the text entered to appear in the header of the reports in parentheses after the report name.
Treat Codes as Text in Excel
Select
Yes
, to convert any user defined codes that have numbers into text when they are exported to Excel. This preserves leading zeros or where a code resembles a scientific notation instead of converting them where the leading zero is dropped (e.g. 005335A to 55335A) or the formula is converted (e.g. 77E.00001 to 7.7).
Extension of Client Name in Reports
The text entered will be displayed as an extension of the 'Client Name in Reports' parameter value and will be displayed in the header of reports. Enter the Client Name that you want to appear on the reports.
Number of Decimal Places for Rates
Select the number of decimal places to be displayed for rates as they are displayed on reports.
Number of Decimal Places for FX Rates
Select the number of decimal places to be displayed for FX rates as they are displayed on reports.
Use Parenthesis for Negative Numbers
Select
Yes
, to display negative numbers using parenthesis (e.g. -1000 to (1,000)). This parameter allows the balances in the application to appear with parenthesis rather than negative numbers to better support the accounting format.
Report settings can be added in the Report Settings tab of the Manage Configurations screen in the System folder, in Administration. You can set the default view for the Tax Provision, Effective Tax Rate, and Deferred Balances reports.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision