Report Designer: Variables overview

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When creating or customizing reports or financial statements in the Report Designer, you can select and insert into the design grid many types of variables from the Variables tree in the Design Tools frame. When you preview or print the report or statement, you will see actual data values in place of the variables.

It is important to consider what type of information is to be displayed on the same row within a report. Variables from different sections of the Variables tree rely on different sources of information within the application and therefore should not be inserted on the same row because that could result in misalignment of data on the printed report.
Some types of information in the application are associated with multiple variables; this is to ensure that information for each type of variable is always gathered from an appropriate data source and that the actual data values are displayed properly in the report when printed or previewed on the screen.
Dynamic variables for custom fields are not included in the topics listed below. Each custom field is associated with two variables: one that prints the name or description of the custom field, and one that prints the value entered for the custom field. The Firm, Staff, Client, Employee, Vendor, and Customer sections of the Variables tree can include custom field variables.
Users of Workpapers CS: Variables in all sections of the Variables tree that are listed below are visible in the Design Tools frame of the Report Designer and can be inserted into reports. However, not all of the variables would actually have sources of data relevant to Workpapers CS, in which case the application would display a message saying "This report contains no data."

Variable types

Each link in this section opens a topic with details about the variables in that specific section of the Variables tree, and each topic includes one or more tables listing the following information:

Variable name

Data content/source

Format (text, date, number, amount, yes/no, or image)

Variable syntax (actual syntax for the variable inserted within a cell of the design grid)

Note: There may be cases where a table lists one format but the actual output uses a different format. For example, Number is the format listed for GL Account variables, but Text format is used instead if the GL accounts include alphabetic characters.

Accruable Benefit

Bank

Bank Account

Bank Account Activity

Bank Account Reconciliation

Billing Activity

Chart of Accounts

Chart of Accounts Activity