Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Report Designer

Set default print options for reports

You can set default print options for a specific report, financial statement, or letter in the Report Designer.
  1. Select a report, financial statement, or letter from the reports list frame, then select
    File
    Page Setup
    Report tab
    .
    note
    Options in the
    Reports
     tab vary based on the type of report you selected.
  2. In the Date Options section, select the
    Date Type
     from the dropdown then mark the checkbox for each date option that you want to include in the report.
  3. In the Filtering and Sorting Options section, mark the checkbox for each tab you want to make available as a filter option at print time in the
    Print Options
     screen.
  4. Select
    OK
     to save the changes and close the window.
  5. Save the report. (You may also need to close the Report Designer to see your changes in the
    Print Reports
     screen.)
note
  • You can manually change the default selections made in the
    Report
     tab at print time as a 1-time override in both the
    Print Options
     screen and in the
    Print Reports
     screen.
Other screens affected by the changes
The options you select for a specific report, financial statement, or letter in the
Report
 tab of the
Page Setup
 screen affect the following options:
  • File
    Print Options
     screen
    • Date
    • Filtering and sorting options
    • Accounting treatment options
    • Journal entry treatment options
    • AP/AR treatment options
  • File
    Print Reports
     screen
    • Date
    • Filtering and sorting options
    • Accounting treatment options
    • Journal entry treatment options
    • AP/AR treatment options

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Reports

Related Content