Add a firm-level report profile
Firm-level report profiles can include either client information (such as General Ledger, Transaction List, Income Statement, Check List, Employee List - Condensed) or firm information (such as Client List and Staff List). Firm-level report profiles are set up 1 time and are available for all clients, but you can customize the firm-level report profiles for each client as needed.
Do the following to add a firm-level report profile:
- SelectSetup,Firm Information, thenFirm Report Profiles.
- SelectAddat the bottom of the screen and enter a unique name for the new report profile in theDescriptionfield.
- Choose eitherClient reportsorFirm reportsto specify the type of reports that will be included in the profile. This also affects the reports that are available for selection.
- Select the ellipsis
next to Selectionsto open theReport Selectionswindow, where you select the reports you want to include in the report profile.note- You can select the same report multiple times in a single report profile and choose different option settings for each instance.
- The application prints the reports in a profile in the order specified in theReport Selectionswindow. To change the order, select and drag individual reports to the desired location in the Selected Reports list.
- In the Report Options section, go toReportand select a report, then choose the options for that report. Repeat this for each report in the profile.noteAccounting CS doesn't allow you to set up filters for fields that could potentially differ between clients (bank accounts, account segments, departments, employees, chart of accounts, etc.) at the firm report file level. To apply these filters for a report profile, you'll need to select them on the client level in theSetupthenReport Profilesscreen.
- SelectEnterto save the new profile.
