Report Designer workflow

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The following flowchart provides an overview of the processes involved in customizing reports in the Report Designer.

Click to view details Click a shape in the following workflow to view detailed information


Customize reports based on various data sources.
  • Bank
  • Bank account
  • Bank account activity
  • Billing activity
  • Chart of Accounts
  • Chart of Accounts activity
  • Client
  • Customer
  • Customer activity
  • Employee
  • Engagement binder
  • Firm
  • Invoice
  • Payroll
  • Payroll item
  • Staff
  • Tax code adjustment activity
  • Vendor
  • Vendor activity

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Custom folders
Custom folders
Conditional Expressions
Conditional Expressions
Page Setup
Page Setup
Variables
Variables
Format Cells
Format Cells
Formulas
Formulas
Save As / Restore Default
  • Choose File > Save As to save a unique firm or client report.
  • Choose File > Restore Default to restore predefined reports back to their original state.
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Print / Preview Options
Select report options prior to printing to create a report that suits your needs.
  • Choose File > Print or File > Print Preview to open the Options dialog.
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Output Types
  • Printer
  • FileCabinet CS
  • Onvio Documents
  • GoFileRoom
  • Engagemenet CS
  • File
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Set up options for predefined reports
in the
User Preferences dialog
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Accounting reports
Accounting reports
Workpaper reports
Workpaper reports
Firm reports
Firm reports
Payroll reports
Payroll reports
AR reports
AR reports
Letters
Letters
AP reports
AP reports
Financial Statements
Financial Statements

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