Custom Report > Options

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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