Report Profiles screen

Alerts and notices

You can use report profiles to make your routine report printing quick and efficient. A report profile is a group of specific reports for which you define print options and a collation sequence. Accounting CS enables you to create an unlimited number of report profiles for your firm and for individual clients.

When you print a report profile, the application prints all of the reports in the profile — using the report options you selected for each one — in the order specified in the profile. When you use report profiles, you don't have to remember which reports to print or which options to use for each report because it's all pre-defined for you!

Choose Setup > Report Profiles.

Special information

If you make changes to a report that is included in a report profile, the application does not update the report in the profile. To include the changes in the report profile, remove the affected report from the report profile in this screen or the Setup > Firm Information > Firm Report Profiles screen, and then add it back to the profile.

Fields & buttons

Displays the name of the global (firm-level) report profile that this client profile is based on (or <None>, if it is not based on a global profile). After you save a client report profile in this screen, you cannot change the selection in this field.

To make this field available, click the Add button.

  • To create a new report profile from scratch, leave <None> selected in this field.
  • To create a new report profile based on a global profile for the selected client, select the global profile here. The drop-down list includes all report profiles for which the Client reports option was selected in the Setup > Firm > Firm Report Profiles screen.
  • To customize a global profile for this client (keeping the same name but selecting different reports/options), select an existing firm-level client profile in the Firm profile field.

    Note: If you make any changes to a global report profile in this screen, those changes affect only the profile for this client. The changes do not affect the global profile for the firm or other clients that use that global profile.

Displays the name of the selected report profile. If you are setting up a new report profile, this field is available only when <None> is selected in the Firm profile field. If you are setting up a new profile based on a global report profile, or if you customizing a global profile for this client, you cannot change the name in this field.

Displays the list of reports that are included in this report profile. To select different reports to include, or to remove reports from the profile, click the Ellipsis Ellipsis button button next to the Selections field and update the list of reports in the Report Selections dialog that opens.

The drop-down list for this field includes all of the reports selected in the Report Selections dialog for this report profile. Select each report, one at a time, and choose options for each report.

Opens the Print Preview screen to enable you to view all the reports in the selected report profile before printing them. In the Print Preview screen, the drop-down list in the upper-right corner of the screen includes all reports included in the report profile. Select each report, one at a time, to view that report.

report profile reports list

Related topics

Working with report profiles

Firm Report Profiles