Custom Report > Options

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Open the Custom Report Options dialog to include or exclude employee records for a custom report based on the employee's date of hire, date of last raise, or date of birth. Specify the desired date range by filling in the start date, the end date, or both. You can also choose whether or not to exclude information for inactive employees.

Choose Setup > System Configuration > Custom Reports. Select an existing report in the Custom Reports dialog and then click the Options button.


  • When you add a new custom report, the Options dialog opens automatically when you click the Continue button after completing information in the Custom Report Layout dialog.
  • 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.)

See also: Creating a custom payroll report

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