Grouping Schedule Report (Trial Balance CS)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Grouping Schedule Report enables you to group similar accounts together for analysis and review. You may choose to include any or all of the five grouping schedules and their subcodes, as well as one selected basis type each time you generate the report. You may also choose to suppress specific accounts and zero balances, insert page breaks after each group, round amounts, print ungrouped amounts per schedule, include unadjusted and/or adjusted balances, include tickmarks and workpaper references.

Open the File > Print Reports dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, (3) choosing Print Reports from the File menu, or (4) pressing the CTRL+P shortcut keys. On the Reports tab in the Print dialog, double-click Grouping Schedule to move this report to the Selected pane. With Grouping Schedule still highlighted, click the Options button to open the print options dialog for this report.

  • You can use the Setup > Grouping Schedules dialog to change the codes contained in a grouping schedule.
  • You can assign predefined categories to each grouping code that can be displayed as subtotals on the Grouping Schedule Report (for example, A - Total Cash), by category (for example, Total Current Assets), as well as by type (for example, Total Assets).
  • You can use the Tasks > Trial Balance window to change the assignment of grouping schedules.
  • The Grouping Schedule Report includes only those grouping schedules with assigned codes.

See also: Trial Balance CS reports

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Print options

Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you unselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).

General tab

Account Selection tab

Loc/Dept Selection tab

(available only when the Chart of Accounts mask includes locations and/or departments)

Font tab


Page Layout tab

Page Layout and Page Orientation

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