Reporting

Setting print options for reports

You can customize DT Practice reports by specifying date ranges, filters, and sorting and grouping options for various criteria. Many reports also allow you to include or exclude certain information as needed and insert page breaks between groupings. Use the Selection and Layout tabs to define these criteria before printing.
note
Options in these tabs vary depending on the report you have selected.
To set report options, follow these steps.
  1. Choose File > Print Reports.
  2. In the
    Print Reports
     screen, select a report from the list of reports.
  3. The
    Description
     field at the top of the screen shows the default name that will print on the report. If you want to give the report a different name, enter it in the
    Description override
     field.
    note
    Text that you enter in this field is displayed in the Selected Reports pane, in the Profiles section of the Print Reports screen, as the report title, and used as the name when printing to DT FileCabinet, to a file, or to an email message.
  4. Go to the Selection tab.
  5. Dates: Select the date for the report.
    • Report date:
       Select
      Today's Date, Period End Date, Prior Period End Date
      , or
      Custom
      . If you select
      Custom
      , select the Down arrow button in the field next to the
      Report date
       field and select a date from the drop-down calendar.
    • Detail line:
       Certain reports include a detail line that you can select to show data for the period-to-date, year-to-date, previous-year-to-date, and so on. Some reports also include a detail line 2 that you can select to show a comparison between a current date range and a previous date range.
  6. Filtering: If necessary, select one or more items by which to filter information on the report. Items available in the drop-down lists change depending on the report you have selected.
  7. Go to the Layout tab to group and sort data on the report.
    • Group by:
       You can choose up to three levels of grouping for certain reports. Each grouping level on the printed report will have a header and a footer, with the footer containing subtotals. For the selected level, you can also choose whether to sort in ascending or descending order.
    • Detail by:
       From the drop-down list, select a level of detail for the report. For the selected level, you can choose an item to sort by and whether to sort in ascending or descending order.
    • Print Cover Sheet:
       When this checkbox is marked, the report will include a cover sheet that lists all of the options selected for the report.
    note
    Some reports have additional checkboxes that allow you to include or exclude information specific to that report.
When you have finished selecting options for the report, select the
Preview Selected
 button to preview the report, or select
Print Selected
 to print the report.

This article applies to:

  • Product: DT Practice