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Set print options for reports

You can customize Practice CS reports by specifying date ranges, filters, and sorting and grouping options for various criteria. Many reports also let you include or exclude certain information as needed and insert page breaks between groupings. Use the Selection and Layout tabs to define these criteria before printing.
To set report options, follow these steps.
  1. Select
    File
     then
    Print Reports
    .
  2. Select a report from the list.
  3. The
    Description
     shows the default name that will print on the report. To give the report a different name, enter it at
    Description override
    .
  4. Select the Selection tab.
  5. Dates
    : Select the date for the report.
    1. Report date
      : Select Today's Date, Period End Date, Prior Period End Date, or Custom. If you select Custom, select Down arrow next to
      Report date
       and select a date from the calendar.
    2. Detail line
      : Certain reports include a detail line that you can select to show data for the period-to-date, year-to-date, previous-year-to-date, and so on. Some reports also include a detail line 2 that you can select to show a comparison between a current date range and a previous date range.
  6. Filtering
    : If necessary, select 1 or more items to filter information on the report by. Items available in the dropdown lists change depending on the report you've selected. Go to Filtering your data for more information on creating and using filters in Practice CS.
  7. Select the Layout tab to group and sort data on the report.
    1. Group by
      : You can choose up to 3 levels of grouping for certain reports. Each grouping level on the printed report will have a header and a footer, with the footer containing subtotals. For the selected level, you can also choose whether to sort in ascending or descending order.
    2. Detail by
      : From the dropdown, select a level of detail for the report. For the selected level, you can choose an item to sort by and whether to sort in ascending or descending order.
    3. Print Cover Sheet
      : When this checkbox is marked, the report will include a cover sheet that lists all of the options selected for the report.
When you've finished selecting options for the report, select
Preview Selected
 to preview the report, or
Print Selected
 to print the report.

This article applies to:

  • Product: Practice CS
  • Subject: Reports, Dashboards