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Report Designer

Work with variables

You can use variables to customize your reports in the Report Designer and create a global definition that can be used in multiple reports and for multiple clients. For example, you can insert a text variable such as
[Client.Name]
 and/or
[Firm.Name]
 in a report, financial statement, or letter for your clients, without the need to manually enter that information in each document. The data for the selected variable is pulled into the report or on-screen preview from other areas of the program.
You can insert variables that pertain to the client's general information, Chart of Accounts data, firm information, and much more. The variables tree view provides a comprehensive list of categories and variables that can be easily inserted into the selected report.

Insert a variable

Follow these steps to insert a variable into a report that is open in the Report Designer.
  1. Within the design grid, select a cell, row, or column in one of the regions in which to insert a variable.
  2. Select
    Insert
    , then
    Variable
    .
  3. Expand the categories of the variable tree view.
  4. Double-click or drag and drop a variable to insert it.
  5. Once you've inserted the variable, right-click in the cell and select
    Format Cells
     from the context menu to modify the contents or appearance of the cell.

Print distinct values

For variables to repeat for each unique instance of the variable data, mark the
Print distinct values
 checkbox in either the Row or Cell Properties sections of the Design Tools frame.
Example: print distinct values
Column A in the following comparison chart that displays a page in the Account Groupings report depicts the report with the
Print distinct values
 checkbox marked so that each account grouping description variable prints in a single instance for all accounts before moving to the next account grouping description. Alternatively, when the
Print distinct values
 checkbox is cleared as in Column B, all instances of a single account grouping description variable is printed for each account until there are no more to print.

This article applies to:

  • Product: Workpapers CS
  • Subject: Print, Reports

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