Report Designer: Associating custom folders with clients

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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.

Use the following procedure to filter custom folders and reports in the Report Designer so that only those clients that need to see them are associated with them. Use the following procedure to associate custom report folders in the Reports List from of the Report Designer to selected clients.

Note: Reports in Accounting CS are global and can be run for any client in the firm. Client-specific folders and reports can be created and associated with selected clients, but are not required.

  1. Choose File > Report Designer.
  2. In the Reports list frame of the Report Designer, right click a custom folder and choose Properties.
  3. Click the Ellipsis button button to open the Client Selection dialog.
  4. In the left frame of the Client Selection dialog, highlight the clients for which you want to associate the selected folder or report.
  5. Click the Select or Select All button to move the selected clients or all clients to the right frame.
  6. Click OK to save the changes and close the Client Selection dialog, and then click OK again to close the Properties dialog.

See also: Reporting and Report Designer: Procedures

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