Report Selections dialog

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

Use the Report Selections dialog to select reports to include in a report profile.

Click the Ellipsis button button next to the Selections field in the Setup > Report Profiles screen or the Setup > Firm Information > Firm Report Profiles screen.

Fields & buttons

Available Reports pane

Lists all reports that are available to be included in the report profile (except those already listed in the Selected Reports pane). To select a report, double-click it or highlight it and click the Select button. To select all reports in the Available Reports pane, click the Select All button.

Note: When you access this dialog from the Setup > Firm Information > Firm Report Profiles screen, the list of available reports depends on the profile type selected in the Firm Report Profiles screen. If you chose Client reports, the list includes only those reports that use client data (i.e., reports in the Accounting, Accounts Payable, Accounts Receivable, Payroll, and Workpapers folder), financial statements, and letters. If you chose Firm reports, the list includes only those reports that use firm data (i.e., reports in the Firm folder).

When you access this dialog from the Setup > Report Profiles screen, this list includes only those reports that use client data.

Selected Reports pane

Lists all reports that have been selected to be included in the report profile. To remove a report from this list, double-click it or highlight it and click the Remove button. To deselect all selected reports, click the Remove All button.

Was this article helpful?

Thank you for the feedback!