Custom Report > Layout

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Custom Report Layout dialog enables you to define or modify the presentation of your custom reports. You have options to add and modify fields, change the order in which columns display, and select the font size to be used in the report. Your changes are immediately reflected in the Preview pane at the bottom of the dialog.

Note: Setup Example 1 in the Payroll CS Tutorial provides an example setup of a custom payroll report. (An active Internet connection is required to open this guide in the Adobe Reader.)

The Custom Report dialog can be opened in two ways:

  • If you are creating a new custom report - From the CSA main window click Setup > System Configuration > Custom Reports and click the Add button. Enter the report description and (optionally) the template you wish to use and then click the Continue button.
  • If you are modifying an existing custom report - From the CSA main window click Setup > System Configuration > Custom Reports, click an existing report in the Custom Report dialog to highlight it, and then click the Layout button.

Tip: To modify the width of any column in a custom report, highlight the column name on the Custom Report Layout dialog and then click the Properties button.

See also: Creating a custom payroll report

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