Print Reports screen

Show expandable text

The application provides numerous standard reports for listing and analyzing data, giving you information that you need to maximize productivity and profitability. Use the File > Print Reports screen to select, preview, and print from a list of standard reports.

Choose File > Print Reports.

Notes

  • To print reports for multiple clients, select in the list from the drop-down list in the Client filter field at the top of the screen, and then click the Ellipsis button button to open the Multiple Selection dialog. Select the appropriate clients from the list and click OK to print report data for those selected clients only.
  • You cannot print payroll reports for payroll consolidation groups, only payroll tax forms.

Report options

Report options enable you to control certain aspects of the report output such as, dates, ranges, filters, sort preferences, and so forth. The available options vary based on the report that you select to print or preview in this screen and apply to that report only.

Note: For reports that are not contained in a report profile, you can click the Save Report Options button at the bottom of the Print Reports screen to save the selected options for each report. (For client-level reports, report options are saved per report, per client. For firm-level reports, report options are saved per report.). To use this feature, the Save report options checkbox must be marked on the Reports tab of the Setup > User Preferences dialog. For reports contained in a report profile, the Save Report Options button is unavailable (grayed), and report option changes must be made from within the profile on a per-report basis.

Fields & buttons

Client

Use the client fields to select a single client, multiple clients, a range of client IDs, or a range of client names for which to print this report.

Collate by Client

This checkbox is applicable only when more than one client is selected in the client fields. Mark this checkbox to have the application collate the reports by client when you preview or print.

  • When this checkbox is unmarked (the default state), the application prints all selected reports for all selected clients in the order that the reports are listed.
  • When this checkbox is marked, the application collates all reports by client.

Identification

Displays the name of the report.

Date

Select a date or range of dates from the drop-down list(s).

For example, the Check List report may have date options of Latest check date, Current month, Current quarter, Current year, Prior month, Prior quarter, or Prior year, and so forth, while the Vendor Activity report may have date options of Current period, Current year-to-date, Current year, and so forth.

Note: When Current period is selected, you can use a different As of date. For example, when Current period is selected and the As of date is specified as 3/31/16 for a report in a client that has a current posting period of 4/30/16, the report will include only those client account records from 3/31/16 to the current period.

Regions to Include and Sections to Include

Select optional regions and/or sections to include or exclude.

For example, the Check List report may have an optional region for Check Count, while the Vendor List - Detailed report may have an optional region for Vendor Count and optional sections for 1099 Properties, Distributions, and Payment Preferences.

Journal Entry Format

Select the format to use when displaying journal entries on the general ledger reports.

  • Summarize payroll journal entries
  • Summarize payroll journal entries by pay date
  • Summarize accounts payable account
  • Summarize accounts payable journal entries
  • Summarize accounts receivable account
  • Summarize accounts receivable journal entries

Filtering and Sorting

Select the filtering and sorting criteria to apply to this report. For details about how to filter and sort reports, see Filtering and sorting reports.


Related articles

Printing reports

Was this article helpful?

Thank you for the feedback!