Report Designer: Changing the report basis

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

You can use the Report Designer to change the basis for a report or statement based on the Balance definitions and Budget balance types assigned for client.

To open a report or financial statement layout for editing, choose File > Report Designer; in the Reports list frame, click the + sign next to the document type folder to expand the list and then double-click a report or financial statement layout to open it in the design grid.

Recommended: Prior to making any changes to a document in the Report Designer, choose File > Save As to save the report with a different name. (To restore a predefined report in which changes have been made, choose File > Restore Default.)

  1. In the design grid, click in the cell that you want to change.
  2. In the Cell Properties section of the Design Tools frame, select the basis from the drop-down list. Show dialog
    report designer basis
  3. Save the report changes by choosing File > Save As.

Related topics

Clients > Accounting Information tab

Report Designer, overview

Reporting and Report Designer: Procedures

Share This