Creating a Notes report

Alerts and notices

Follow the steps below to generate a Notes report.

  1. Click the Engagements button at the bottom of the navigation pane, then click the applicable engagement in the navigation pane.
  2. Click the Workpapers tab and select folder in which you would like to save the report.
  3. Click the Report test button in the ribbon.
  4. In the Select Report dialog, select Notes from the Source field, and then click Next.
  5. Choose the applicable report options and click OK.
  6. In the report window that opens, you can use the buttons in the ribbon to:
    • Change report options
    • Refresh the report
    • Save the report as the appropriate workpaper type
      • Report: You can view or edit the document from the Workpapers tab.
      • Excel: You will need to refresh the document to reflect any changes in the data.
      • PDF: The contents of the document will be static and will not update when notes are added, cleared, or deleted.
    • Print the report
    • Export the report
      AdvanceFlow exports the report to a Microsoft Excel file outside the AdvanceFlow application. Because this report is exported to an external application, the contents will be static, and the report will not be linked to the trial balance data.
  7. Click the Close link in the upper-right corner of the window to close the report.


  • Because AdvanceFlow automatically deletes notes when an engagement is finalized, you can use the Notes report as a permanent record of the notes.
  • To capture the notes from a specific point in time, click the Save As button in step 6 above, and then select PDF from the Source field.

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Reports overview

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