Report Designer: File > New dialog

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

In the Report Designer screen, choose File > New, and then choose Report, Financial Statement, or Letter. (You can also right-click a folder in the Reports list tree and choose New Report.)

See also: Creating a new report, financial statement, or letter

Special information

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 the folder in which the report is created. A new report cannot be copied or moved to a folder that contains reports of a different type.

Fields & buttons

  • File name. Enter a unique name for the report. (The application prompts you if you enter a report name that has already been used.)
  • Region name. Enter a name for the main region of the report.
  • Number of rows. Select the number of rows to include in the main region of the report.
  • Number of columns. Select the number of columns to include in the main region of the report.

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