Workpapers CS
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Use the File > New dialog to add a report, financial statement, or letter in the Report Designer.
- In the Report Designer screen, choose File > New, and then choose Report, Financial Statement, or Letter.
- Enter a unique name for the report, region name, and the number of rows and columns in the New Report dialog and click OK.
Notes
- Based on the service for which you are licensed, you can select a Firm, Accounting, or Workpapers report. The report type selection determines which folder the report is created.
- A new report cannot be copied or moved to a folder that contains reports of a different type.
- You can also right-click a custom folder in the Reports List frame and choose New to create a report, financial statement, or letter to insert into the selected folder.
- After creating the new report, you can add or remove rows, columns, and regions as necessary in the Report Designer workspace.
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Defining rows, columns, or regions as optional in a report or financial statement |
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