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Report Designer

Modify an existing firm-level report profile

You can update a saved report profile to change the reports included in the profile, the options for the individual reports, or the print order of the reports.
  1. In the
    Firm Report Profiles
     screen, select the profile from list pane, then select
    Edit
    .
  2. Select ellipsis next to
    Selections
    .
  3. In the
    Report Selections
     window, add or remove reports from the Selected Reports pane or change the selection order, then select
    OK
    .
  4. In the
    Firm Report Profiles
     screen, update the options for any of the selected reports.
  5. Select
    Enter
     to save the changes.
    note
    If you made any changes to a client report profile that was based on this firm report profile, the application opens the
    Update Client Report Profiles
     window when you try to save this firm report profile. In this window, you can select the clients whose profiles you want to apply these changes to. The application will replace any changes made at the client level with the changes you made in this firm report profile.

This article applies to:

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