Skip to main content

Help

Learn

New releases

Free trials & demos

Sign in to your products

Sign into your products Sign in to manage account

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