Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Report

Create a custom report of a client's treatments and associations

Follow these steps to create a custom report that includes treatment and association information for a client.
  1. Select
    Setup
     and then
    Custom Reports
    .
  2. Select
    Add
    .
  3. Enter a name for the new custom report.
  4. In the
    Template
     field, select
    Import Spreadsheet
    .
  5. Select
    Continue
    .
  6. In the
    Select category
     field, select
    Associations
    .
  7. Select an association from the
    Name
     field, then choose
    Select
     to add the association to the report layout. Repeat this step for each association to include in the report.
  8. Notice 4 treatments (Tax, book, AMT, and ACE) are already included in this custom report layout, but you'll need to add any additional treatments by choosing the treatment from the
    Select category
     field and using
    Select
     to add the additional treatment values to the report layout.
  9. Select
    Continue
    .
  10. (Optional) In the Options window, change the default settings, and select
    OK
    .
  11. Select
    Done
    .
  12. Open the client to print asset information for.
  13. Print the report or export it to Microsoft Excel.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close