Working with report profiles

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A report profile is a feature that can save you time if you will need to repeatedly print the same set of forms and reports for the client.

Creating a report profile

Select at least one report in the Print dialog, choose the desired options for each selected report, and then click the Profile button. In the Profile dialog, enter a name for the new profile (which will include all of the forms and reports currently shown in the Selected pane of the Print Reports dialog). You may use the Move Up and Move Down buttons to change the collation sequence of specific reports. Click the Add button to save the profile and return to the Print dialog.

Modifying an existing report profile

Select the profile from the left-hand pane of the Print dialog by double-clicking its name. Add or delete its selected reports as necessary (in the right-hand pane of the Print dialog), verify the options for each report, and then click the Profile button. In the Profile dialog, you may change the collation sequence of specific reports. Click the Update button to save your changes and return to the Print dialog.

Deleting a selected report profile

Select the profile from the left-hand pane of the Print dialog by double-clicking its name and then click the Profile button. In the Profile dialog, click the Delete button to remove that profile from the client's records.

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