List reports

Alerts and notices

List reports allow you to print a simple hardcopy list of any groupings you have set up in the application.

Note: The names of these groupings are firm terminology variables. Your firm might use a different term for some or all of these groupings. To view the default terms for these groupings, choose Help > Enable Default Terminology.

To view and print a List report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Lists in the available reports pane and then click the Select button.

Available List reports include:

If you encounter an SQL Server error with several “invalid column name” messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.

To do this, hold down the SHIFT key as you select the report.