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Create a custom report

In addition to the large library of predefined standard reports included in the application (such as plan summaries, tax analysis, and itemized deductions), you can also create and edit custom reports using the Custom Report Designer.
  1. Select
    Reports
    Custom Reports
     to open the
    Custom Report Designer
     screen.
  2. Select
    Add
     and enter a name for the new custom report in the
    Name
     field.
  3. In the Module pane, select the module that contains the data you want to use.
  4. The Buttons / Tabs pane lists all of the buttons and tabs contained in the plan. Select the button name, then select the tab name that contains the variables you want to include in the custom report. All the rows in the tab you selected are now listed in the Available Rows pane.
  5. To include a row in the custom report, you can:
    • Select the row in the Available Rows pane then select
      Select
       to move it to the Selected Rows pane.
    • Double-click the row in the Available Rows pane to move it to the Selected Rows pane.
    • Select
      Select All
       to move all the rows listed in the Available Rows pane to the Selected Rows pane.
  6. To reorder the variables displayed in the Selected Rows pane, select the row and use the up and down arrows to move it to the desired location.
  7. To customize the appearance of rows in the report, select
    User Selected
     then mark the checkboxes you want. A preview of the rows' attributes will show in the Selected Rows pane.
  8. Select
    Enter
     to save the new report.
  9. Select
    Close
     to close the screen.
note
To print your custom report, select
File
Print Reports
. In the
Print Reports
 screen, select
Print Selection
Custom Reports tab
. Mark the checkbox next to the name of your new report then select
OK
 in the
Print Selection
 screen. Select
Print
 in the
Print Reports
 screen.

This article applies to:

  • Product: Planner CS