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Report Designer

Financial statements options

Choose options for financial statements

  1. Select a financial statement in Report Designer.
  2. Select
    File,
    Page Setup
    , then the
    Report
     tab.
  3. Change the options as needed. 
note
Your modified options will be available in Report Designer and the
Print Reports
 dialog. To use the modified options in Report Designer, go to
File
,
Print
, then
Options;
 or go to
File
, then
Print Reports
.

Available options

  • Header and footer
    : use the dropdown list to choose from print on every page, on the first page only, on all but the first page, or on the first page with alternate on subsequent pages.
  • Date
    :  Select the date type and specific date options to make them available in the dropdown list for the selected financial statement.
    note
    Date types vary according to report type. For example, financial statements include only accounting dates.
  • Filtering and sorting
    :  Mark the checkboxes for the data sources to include.
    note
    • Data sources vary based on the variables that are inserted on the selected report . For example, for a report that includes client variables, the
      Client
       checkbox is displayed.
    • After you mark a checkbox, you can select
      File
      ,
      Print
      , then
      Options
       to choose from the new options you've enabled.
  • Implied type filtering
    : The options you choose here determine the default accounts (based on their type) that are included when you print the selected report.
    note
    To override some implied filtering options, select
    File
    ,
    Print
    , then
    Options
     when you want to print.
    • General ledger accounts — None
      : apply no default filtering and display all general ledger accounts.
    • General ledger accounts — Non-memo accounts
      : show only non-memo type accounts
  • Implied status filtering
    : The options you choose here determine the default transactions (based on their status) that will be included when you print the selected report.
    note
    To override some implied filtering options, select
    File
    ,
    Print
    , then
    Options
     when you want to print.
    • For transactions — None
      : show all transactions regardless of status.
    • For transactions — Standard
      : show only standard, live transactions ( exclude voided and deleted transactions).

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Print,Reports

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