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Change T1, T2 and T3 treatment variables for custom reports

The 3 treatment variables serve 2 purposes. They allow you to add treatments that aren't listed as being available, such as state AMT treatments, to custom reports.
For example, you can add the CA AMT treatment to a custom report by using a treatment variable. The treatment variables also allow you to design custom reports in a generic fashion, with the treatment variables defined at print time.
note
For example, you can create a custom report with the Tax and Book treatments, as well as the 3 treatment variables.
When the report is printed the treatment variables are defined to be states specific to that client. This would allow the same custom report to show, for example, Tax, Book, New York, New Jersey and Florida for one client, and Tax, Book, California, Arizona, and Hawaii for another client.
To add treatment variables to a custom report and define the variables when the report is printed, follow these steps.
  1. Select
    Setup
     and then
    Custom Report
     and either select
    Add
      and go to step 2 or select an existing report and then
    Layout
     and go to step 3.
  2. Enter a
    Description
     and select
    Continue
    .
  3. In the
    Select Category
     field select
    T1{treatment variable}
     from the drop-down list.
  4. Select the items (Cost, Prior Depreciation, Current Depreciation, etc.) to include on the report.
  5. (Optional) Repeat steps 3 and 4 for
    T2{treatment variable}
     and
    T3{treatment variable}
    .
  6. Close the Custom Report setup. If you're creating a custom report (rather than editing an existing custom report), select
    Continue
    ,
    OK
     and then
    Done
    . If you're editing an existing report, select
    OK
     and
    Done
    .
  7. Open a client and select
    File
    ,
    Print
    , and then
    Custom
     and select the custom report.
  8. Select
    Options
     and go to the Miscellaneous tab.
  9. Select the treatment for the T1 variable in the
    Set T1 as
     field. The treatments available in the drop-down list are specific to the current client. Repeat for the
    Set T2 as
     and
    Set T3 as
     fields if you added them to the report in step 5.
  10. Select
    OK
     and print, preview, or export the report.

This article applies to:

  • Product: Fixed Assets CS

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