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Use the Report Designer to customize any of the available standard reports, create new reports, and add or modify financial statements and letters.
For an visual overview of the Report Designer, see Report Designer workflow.
Setting up report options
You can select options on the Report tab of the File > Page Setup dialog to modify related options in the File > Print - Options dialog in the Report Designer and in the File > Print Reports screen.
- Accounts Payable reports
- Accounts Receivable reports
- Payroll reports
- Accounting reports
- Financial statements
- Firm reports
- Letters
- Making report options available at print time
- Sorting accounts on financial statements
- Workpapers reports
Formatting reports
Use the following procedures to modify reports in the Design grid of the Report Designer screen.
- Adding and removing columns or rows
- Adding and removing page breaks
- Adding page numbers to documents
- Aligning decimals in a report or financial statement
- Changing font, size, and style
- Changing the report basis
- Changing the sign of a number
- Creating a custom region
- Creating quarterly financial statements for monthly period frequency
- Inserting a chart
- Resizing columns and rows
- Removing blank pages in a report that print between pages
- Removing extra space between the header and main regions of a report
- Renaming a region
- Showing hidden rows
- Showing the total of multiple accounts
- Sorting accounts on financial statements
Use the following procedures to modify reports via the Design Tools pane in the Report Designer screen.
- Preventing data groupings from breaking across pages when printing
- Selecting segment codes in reports
- Defining rows, columns, or regions as optional
- Setting up regions and sections in reports
- Showing detail in place of a total
- Hiding zero amounts
Creating reports and custom folders
Use the following procedures to add custom folders and reports in the Report Designer screen.
- Adding custom folders and reports
- Associating custom folders with clients
- Creating a new report, financial statement, or letter
- Modifying report options and organizing reports using custom folders (video)
Creating formulas and variables
Use the following procedures to create and modify formulas and variables in the Report Designer screen.
- Adding a prior period variable to a letter
- Changing the sign of a variable
- Using Custom Field variables
- Working with formulas
- Working with variables
Working with conditional expressions
Use the following procedure and examples to learn more about conditional expressions in the Report Designer screen.
- Adding conditional expressions above title rows
- Conditional expression examples
- Creating inline conditional expressions for letters
Defining repeating elements
Use the following procedure and examples to learn more about repeating elements in the Report Designer screen.
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