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Report Designer

Add a new report, financial statement, or letter

You can use the
New
 screen to add a report, financial statement, or letter in the Report Designer.
In the
Report Designer
 screen, select
File
 then
New
, and choose
Report
,
Financial Statement
, or
Letter
. (You can also right-click a folder in the Reports list tree and choose
New Report
.)
important
Based on the service for which you are licensed, you can select a Firm, Accounting, Accounts Payable, Accounts Receivable, Payroll, or Workpapers report. The report type selection determines the folder in which the report is created. A new report cannot be copied or moved to a folder that contains reports of a different type.
  • File name
    : Enter a unique name for the report. (The application prompts you if you enter a report name that has already been used.)
  • Region name
    : Enter a name for the main region of the report.
  • Number of rows
    : Select the number of rows to include in the main region of the report.
  • Number of columns
    : Select the number of columns to include in the main region of the report.

This article applies to:

  • Product: Workpapers CS
  • Subject: Reports