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Report Designer

Add custom folders and reports

Do the following to add custom folders, custom reports, financial statements, and letters in the Reports List frame in Report Designer.

Add folders

  1. Select
    Reports
    ,
    Financial Statements
    , or
    Letters
     on the list frame to open the list you need.
  2. Right-click in a blank area of the list frame and select
    New Folder
    .
  3. In the
    Folder name
     field, enter a folder name (up to 150 alphanumeric characters) then select
    OK
     to save and create the folder in the tree view.
  4. Use the right-click context dropdown to do the following tasks for a selected custom folder:
    • Add a report, financial statement, or letter.
    • Delete, rename, and expand or collapse a folder.
    • View the properties of a folder and set up client associations with the selected folder and contents.

Add reports, financial statements, and letters

  1. Right-click a custom folder in the list frame of the Report Designer.
  2. Select
    New
    Report
     to add a report, financial statement, or letter in the custom folder.
  3. The following commands are available from the right-click context dropdown in the reports list frame for a selected custom report, financial statement, or letter. (To perform the tasks marked with an asterisk*, the report will need to be closed in the design grid.)
    • Open
    • Copy
    • Paste*
    • Delete*
    • Rename*
    • Restore Default
note
You can't add reports to a custom folder from another section. For example, you can't add a financial statement into a custom folder that was created in the list pane for reports or letters. You'll get a message that “Files can't be copied/pasted across explorer group bars," if you try to add from another section.

This article applies to:

  • Product: Workpapers CS
  • Subject: Reports