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Report Designer

Customize report access for clients

While all reports in Accounting CS are available to every client by default, you can create client-specific folders and reports. This helps to ensure only the correct clients see your custom folders and reports, helping to keep your reporting organized and client-specific.
Follow these steps to control which clients see your custom folders.
note
  • This process associates entire folders with clients.
  • You don't have to limit access - it's optional.
  • You can repeat this process for individual reports if needed.
  1. Select
    File
    , then
    Report Designer
    .
  2. In the Reports list, right-click your custom folder and select
    Properties
    .
  3. Select Options to open the
    Client Selection
     window.
  4. Highlight the clients you want to associate with this folder.
  5. Use
    Select
     or
    Select All
     to move the selected clients.
  6. Select
    OK
     to close the
    Client Selection
     window, then
    OK
     again to close the
    Properties
     window and save your changes.

This article applies to:

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