Add a new report, financial statement, or letter
You can use the
New
screen to add a report, financial statement, or letter in the Report Designer.In the
Report Designer
screen, select File
then New
, and choose Report
, Financial Statement
, or Letter
. (You can also right-click a folder in the Reports list tree and choose New Report
.) important
Based on the service for which you are licensed, you can select a Firm, Accounting, Accounts Payable, Accounts Receivable, Payroll, or Workpapers report. The report type selection determines the folder in which the report is created. A new report cannot be copied or moved to a folder that contains reports of a different type.
- File name: Enter a unique name for the report. (The application prompts you if you enter a report name that has already been used.)
- Region name: Enter a name for the main region of the report.
- Number of rows: Select the number of rows to include in the main region of the report.
- Number of columns: Select the number of columns to include in the main region of the report.
