Report Designer
Add a firm-level report profile
Add a new report, financial statement, or letter
Add account balances and profit information to a letter
Add a conditional expression before a title row
Add a prior-period variable to a letter
Add custom folders and reports
Add page numbers to a document
Change the balance sheet report name
Change the format of date variables
Change the sign of account balances
Conditional expression examples
Create a quarterly financial statement for a monthly client
Create optional sections in your reports
Create and use account segments
Create and use custom fields in reports
Customize report access for clients
Customize a report profile for a client
Date options affect the data displayed on reports
Error when deleting reports: Value is in use
Examples of inline conditional expressions for letters
Export a report to share it outside your network
File letter or profile by period end date
Filter segments when printing reports
Fix dates displaying as 9999 on reports and letters
Fix if reports are not listed or missing
Frequently asked questions about Report Designer
Get started with Report Designer
Insert conditional expressions in Report Designer
Import a report from outside your network
Import reports, financial statements, and letters from the Accounting CS custom report library
Keep data groups together in your reports
Make one-time changes for a report at print time
Modify an existing firm-level report profile
Preview and add annotations to reports
Print reports and financial statements by cash or accrual basis
Print letters to FileCabinet CS based on system date
Reasons why this report contains no data
Remove blank pages in a report
Request custom report formatting for Accounting CS from Technical Services
Rounding on reports and financial statements
Separate net income from retained earnings
Set default print options for reports
Set up your reports before you print
Show detail of accounts in place of total
Show total of multiple accounts
Technical Services solutions by product
Troubleshoot missing data using color
Use codes and subcodes in a formula
Use repeating elements in reports or statements
Use the leadsheet schedule to group accounts on financial statements