Report Designer: Options for workpapers reports

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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.

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.

Select a workpapers report in the Report Designer, choose File > Page Setup, and click the Report tab.

See also: Making report options available at print time

Selecting header, footer, and date options

  1. Choose how you want the header or footer to print on the selected workpapers report. The drop-down list includes options to print on every page, on the first page only, on all but the first page, or on the first page with alternate on subsequent pages.
  2. Select the date type and specific date options to make them available in the drop-down list for the selected report.

    Note: The type of dates that are available vary based on the report type. For example, workpapers reports include only accounting dates.

Selecting options

The following options for filtering and sorting and implied filtering apply to the selected report.

The implied filter is the default setting that can be overridden in the File > Print > Options dialog.

Mark the checkboxes for the data sources to include in the File > Print > Options dialog when you print the selected report.

The options you choose here determine the default filtering options that are available at print time in the Filtering and Sorting section of the File > Print > Options dialog for the selected report.

Note: You can override certain implied filtering options in the Filtering and Sorting section of the File > Print > Options dialog when you print the selected report.

For general ledger accounts

  • None. Applies no default filtering so that all general ledger accounts are displayed.
  • Non memo accounts. Filters out memo-type accounts so that only non-memo type accounts are displayed.

The options you choose here determine the default transactions (based on their status) that are included when you print the selected report.

Note: You can override certain implied filtering options in the Filtering and Sorting section of the File > Print > Options dialog when you print the selected report.

For transactions

  • None. Applies no default filtering so that all transactions (regardless of status) are displayed.
  • Standard. Filters out voided and deleted transactions so that only standard, live transactions are displayed.

Related topics

Related topics

Making report options available at print time

Reporting and Report Designer: Procedures

Standard reports list

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