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Report Designer

Create and use custom fields in reports

Custom fields let you tailor your reports with exactly the information you need, making them more useful and relevant to your work.
Custom fields are a great way to add unique information to your reports. You can create them for Firm, Clients, Staff, Client Staff, Customers, Employees, and Vendors. You can add both the description and the value of your custom fields, giving you full flexibility in how you present this information.
Follow these steps to create custom fields and add them to your reports.
  1. Set up your custom fields:
    1. Go to the
      Custom Fields
       tab in the setup screen for the area you're working with (for example, Clients or Firm).
    2. Define your custom field descriptions and values.
  2. Add custom fields to your report:
    1. Select
      File
      , then
      Report Designer
      .
    2. Select the report you want to edit.
    3. Select where you want to insert the custom field.
    4. Select
      Insert
      , then
      Variable
      .
    5. In the
      Variables
       tree, go to the relevant section (like Client or Firm).
    6. Select the
      +
       next to
      Custom Fields
       to display all options.
    7. Double-click a custom field to add it to your report.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports

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