Working with report profiles

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Using report profiles, you can create an unlimited number of report clusters that include either firm information or client information. Report profiles work much like templates by enabling you to pre-define and save a particular set of reports with a specific collation sequence and with an exact set of print options. Then, whenever you select reports for printing or other output, you can select an existing profile as if it were a single report.

Any client-type report profiles that were set up in the Setup > Firm Information > Firm Report Profiles screen can be used for any client to save time when anyone in your firm needs to print a set of reports with a specific set of report options.

To add, modify, or delete a firm-level report profile (which can include either client information or firm information), choose Setup > Firm Information > Firm Report Profiles.

To customize an existing client-type report profile for a specific client, choose Setup > Report Profiles, select the client from the Client Selection field, select the report profile from the drop-down list in the Firm profile field, and then specify the desired options for each report to be included in the profile for that client.

To create a new client-type report profile from the Setup > Report Profiles screen, select <None> in the Firm profile field (default). Enter the name of the profile in the Description field, select the reports to include in the profile in the Selections field, and then specify the desired options for each report to be included in the profile for that client.

Adding a firm-level report profile

  1. Choose Setup > Firm Information > Firm Report Profiles.
  2. Click the Add button at the bottom of the screen and enter a unique name for the new report profile in the Description field.
  3. Click either the Client reports option or the Firm reports option to specify the type of reports that will be available for selection as part of the profile.
  4. Click the Ellipsis button button next to the Selections field.
  5. In the Report Selections dialog, select the reports to include in the report profile and then click OK to return to the Firm Report Profiles screen.

    Notes

    • If necessary, you can select the same report multiple times within a single report profile and specify different option settings for each instance.
    • When you print a report profile, the reports appear in the order listed in the Report Selections dialog. To change the order, click and drag a report to the desired location in the Selected Reports list.
  6. Select a report in the Report Options section and then choose the desired settings for that report. Repeat this step for each report in the profile.
  7. Click Enter to save the new profile.

Modifying an existing firm-level report profile

  1. Select the profile from list pane in the Setup > Firm Information > Firm Report Profiles screen and click the Edit button.
  2. Click the Ellipsis button button next to the Selections field.
  3. In the Report Selections dialog, add or remove reports from the Selected Reports pane and/or change the selection order, and click OK.
  4. Update the options for one or more of the selected reports in the Firm Report Profiles screen.
  5. Click Enter to save the changes.

    Note: If you made any changes to a client report profile that was based on this firm report profile, the application opens the Update Client Report Profiles dialog when you attempt to save this firm report profile. In this dialog, you can select the clients whose profiles you want to apply these changes to. The application will overwrite any changes made at the client level with the changes you made in this firm report profile.

Customizing a report profile for a specific client

Customizing a report profile for a specific client does not alter the existing firm-level report profile.

  1. Choose Setup > Report Profiles.
  2. Select the client from the drop-down list in the upper-right corner of the Report Profiles screen.
  3. Click the Add button and select an existing client-type report profile from the drop-down list in the Firm profile field.
  4. Click the Ellipsis button button next to the Selections field.
  5. In the Report Selections dialog, select or remove reports for the current profile.
  6. In the Report Profiles screen, specify the desired options for each report.
  7. Click Enter to save any changes made to the client-specific profile.

Notes

  • Only client-type report profiles can be customized for a specific client. Firm-type report profiles are not available for selection in the Setup > Report Profiles screen.
  • If necessary, you can click the Delete button to remove a customized profile for a selected client.
  • You can click the Preview button at the bottom of the Report Profiles screen to view all the reports in the profile.

Related topics

Reporting and Report Designer: Procedures

Reporting

Filtering and sorting reports

Customizing report profiles for clients

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