Report Designer: Creating a new report, financial statement, or letter

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the File > New dialog to add a report, financial statement, or letter in the Report Designer.

  1. In the Report Designer screen, choose File > New, and then choose Report, Financial Statement, or Letter.
  2. Enter a unique name for the report, region name, and the number of rows and columns in the New Report dialog and click OK.


  • Based on the service for which you are licensed, you can select a Firm, Accounting, Accounts Payable, Accounts Receivable, Payroll, or Workpapers report. The report type selection determines which folder the report is created.
  • A new report cannot be copied or moved to a folder that contains reports of a different type.
  • You can also right-click a custom folder in the Reports List frame and choose New to create a report, financial statement, or letter to insert into the selected folder.
  • After creating the new report, you can add or remove rows, columns, and regions as necessary in the Report Designer workspace.

Related topics

Defining rows, columns, or regions as optional in a report or financial statement

Reporting and Report Designer: Procedures

Workpapers workflow for audit-based engagements

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