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Report Designer

Add a conditional expression before a title row

You can create financial statements that automatically adjust their titles based on the reporting period. This saves you time and ensures your reports always have the correct heading.
Follow the steps in this example to change the column headings based on the client's current period.
  1. Select
    File
    , then
    Report Designer
    .
  2. Select the
    +
     next to the document type folder.
  3. Double-click the report to open it.
  4. Save a backup (recommended):
    1. Select
      File
      , then
      Save As
      .
    2. Give your report a new name.
  5. Set up for mid-year reports:
  6. In the design grid, select row 1, then
    Insert
    Row
    Above
    .
  7. In the new row, select
    Insert
    , then
    Conditional Expressions
    .
  8. Create a conditional expression that prints rows 1 through 4, if the variable
    [Client.AccountingProcessing.CurrentPeriodEndDate]
     is less than (<) the variable
    [Client.AccountingProcessing.CurrentFiscalYearEndDate]
    .
  9. Set up for year-end reports:
  10. Select rows 1 through 4 in the design grid, then
    Edit
    Copy
    .
  11. Select row 5, then
    Edit
    Paste
    .
  12. With the row selected, select
    Insert
    Conditional Expressions
    .
  13. Create a conditional expression that prints rows 5 through 8, if the variable
    [Client.AccountingProcessing.CurrentPeriodEndDate]
     is equal (=) to the variable
    [Client.AccountingProcessing.CurrentFiscalYearEndDate]
    .
  14. Select cell B6, remove the variable, and enter
    One Year
     to change the contents of the cell to
    One Year Ended
    .
  15. Repeat the previous step for cell D6.
  16. Select
    File
    , then
    Save As
     to save your changes.
  • Mid-year reports display the regular title.
  • Year-end reports display
    One Year
     instead of
    Current Year
    .

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports