Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Report Designer

Add a firm-level report profile

Firm-level report profiles can include either client information (such as General Ledger, Transaction List, Income Statement, Check List, Employee List - Condensed) or firm information (such as Client List and Staff List). Firm-level report profiles are set up 1 time and are available for all clients, but you can customize the firm-level report profiles for each client as needed.
Do the following to add a firm-level report profile:
  1. Select
    Setup
    ,
    Firm Information
    , then
    Firm Report Profiles
    .
  2. Select
    Add
     at the bottom of the screen and enter a unique name for the new report profile in the
    Description
     field.
  3. Choose either
    Client reports
     or
    Firm reports
     to specify the type of reports that will be included in the profile. This also affects the reports that are available for selection.
  4. Select the ellipsis next to
    Selections
     to open the
    Report Selections
     window, where you select the reports you want to include in the report profile.
  5. In the Report Options section, go to
    Report
     and select a report, then choose the options for that report. Repeat this for each report in the profile.
  6. Select
    Enter
     to save the new profile.

This article applies to:

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