Print Reports [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Your Creative Solutions Accounting application includes many standard forms and reports for which you can choose various print options to fit your specific needs.

/_images/acct_pr/csa/prnrpt.gif Select and print reports for the open client by choosing Print Reports from the File menu, by clicking the Print Reports icon on the shortcut bar, by clicking the Print button on the toolbar, or by pressing the CTRL+P shortcut keys. In the Print dialog, click the Reports tab and then double-click each report that you wish to select for printing or previewing.

Special information

Fields & buttons

Printer (checkbox) and/or Store image in . . .(checkbox)

Lists all forms and reports available for the selected tab. Double-click a report or profile to move it to the Selected pane for previewing or printing.

  • Profiles tab. Lists all report profiles previously defined for the open client. This tab does not appear until at least one report profile has been defined for the client.
  • Reports tab. Lists all standard forms and reports available for the selected client.
  • Documents tab. Lists all documents that you have created for this client (or transferred to this client), including transmittal letters, financial statements, graphs, and so forth.
  • Custom tab. Lists all available custom reports defined using the Payroll Reporter optional add-on module for the Payroll CS application. (This tab appears only if you are a licensed user of the optional Payroll Reporter module and if one or more custom payroll reports have already been defined. Custom reports are global, not client specific.)

All reports or report profiles that have been selected for printing are listed in this pane of the Print dialog.


  • If you wish, you can select a report multiple times and choose different options for each instance of the report.
  • When multiple reports are selected, they will print in selection order (that is, in the order listed in the Selected pane of the Print dialog).

A brief summary of the current print options for the highlighted report appear in an information pane in the Print dialog.

Note: Options selected for reports included in a report profile are always saved. Options selected for reports that are not in report profiles are saved only if the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog.

Opens the Select Printer dialog, which you may use to change your Windows default printer.

Opens the Profile dialog, which allows you to define and save multiple "report profiles" (or printing templates), including specific reports, report options, and collation sequences.

Note: To enable the Profile button, select at least one report for printing.

Opens the Options dialog for the highlighted report.


  • To enable the Options button, select at least one report for printing.
  • If the Save Report Options checkbox is marked on the Print tab of the Setup > User Preferences dialog, the option selections (when accessed either from the File > Print dialog or from the Utilities > Export dialog) are saved for the client. Otherwise, all print options return to their default settings when you close the Print dialog or the Export dialog.

You may either enter the number of copies (1 - 9) that you want to print, or click the arrows to the right of this field to increase or decrease the number of copies. If you require more than 9 copies of a report, you may select the report multiple times.

Opens the Report Page Layout and Shading dialog, where you may specify duplex printing options for standard reports and the preferred level of darkness of shaded regions for all reports. (Note, however, that these options may be overridden for individual report options saved in a report profile.)

Displays the selected report(s) in the Print Preview window. When multiple reports are selected, they will appear in the order listed in the Selected pane of the Print dialog.

From the Print Preview window, you may do the following:

  • Page forward or backward through each report.
  • Scroll the display up or down to view the current page.
  • Print the current page.
  • Print all selected reports.
  • Close the Print Preview window without printing any report.

Begins printing the selected reports to the printer and/or other output location specified at the top-left portion of the Print dialog. (To choose a different printer, click the Printer button at the top right portion of the Print dialog.)

When multiple reports are selected, they will print in the order listed in the Selected pane of the Print dialog.

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