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Report Designer

Add a report profile

Do the following to add a report profile:
  1. Choose
    Setup
     then
    Report Profiles
    .
  2. Select the client from the dropdown in the upper-right corner of the
    Report Profiles
     screen.
  3. Select
    Add
    .
  4. Go to
    Description
     and enter a name for the profile.
  5. Select ellipsis next to
    Selections
     to open the
    Report Selections
     window, where you can select the reports to include in the report profile.
    note
    • You can select the same report multiple times within a single report profile and choose different option settings for each instance.
    • The application prints the reports in a profile in the order you choose here. To change the order, select and drag individual reports where you want them in the Selected Reports list.
  6. 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.
  7. Select
    Enter
     to save the new profile.
    note
    • You can select
      Preview
       to view all the reports in the profile. In the
      Print Preview
       screen, select the reports one at a time from the dropdown in the upper-right corner of the screen.

This article applies to:

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

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