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Report Designer

Add a firm-level report profile

Firm-level report profiles can include either client information (such as General Ledger, Transaction List, Income Statement, Check List, Employee List - Condensed) or firm information (such as Client List and Staff List). Firm-level report profiles are set up 1 time and are available for all clients, but you can customize the firm-level report profiles for each client as needed.
Do the following to add a firm-level report profile:
  1. Select
    Setup
    ,
    Firm Information
    , then
    Firm Report Profiles
    .
  2. Select
    Add
     at the bottom of the screen and enter a unique name for the new report profile in the
    Description
     field.
  3. Choose either
    Client reports
     or
    Firm reports
     to specify the type of reports that will be included in the profile. This also affects the reports that are available for selection.
  4. Select the ellipsis next to
    Selections
     to open the
    Report Selections
     window, where you select the reports you want to include in the report profile.
    note
    • You can select the same report multiple times in a single report profile and choose different option settings for each instance.
    • The application prints the reports in a profile in the order specified in the
      Report Selections
       window. To change the order, select and drag individual reports to the desired location in the Selected Reports list.
  5. In the Report Options section, go to
    Report
     and select a report, then choose the options for that report. Repeat this for each report in the profile.
    note
    Accounting CS doesn't allow you to set up filters for fields that could potentially differ between clients (bank accounts, account segments, departments, employees, chart of accounts, etc.) at the firm report file level. To apply these filters for a report profile, you'll need to select them on the client level in the
    Setup
     then
    Report Profiles
     screen.
  6. Select
    Enter
     to save the new profile.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Report Designer