Firm Report Profiles screen

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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.

Report profiles enable you to create and customize an unlimited number of report clusters that are either client- or firm-specific. Report profiles save time when you need to repeatedly print a set of reports with a specific set of report options. They work much like templates by enabling you to pre-define and save the particular set of reports, in the exact collation sequence, and with the print options that you choose. Then, whenever you select reports for printing or other output, you can select an existing profile as if it were a single report.

The report profiles that you create in this screen are global across the firm, so they are available for all clients

Choose Setup > Firm Information > Firm Report Profiles.

Profile types

Firm reports

Firm report profiles that contain firm-level reports save time when you need to repeatedly print a set of firm reports with a specific set of report options.

Client reports

Firm report profiles that contain client-level reports save time when you need to repeatedly print a set of client reports with a specific set of report options.

Additionally, you can customize client-level report profiles that were created at the firm level in the Setup > Report Profiles screen to create an unlimited number of client-specific report clusters for your clients.

Fields & buttons

Enter the name of the report profile.

Choose the type of reports that the profile will contain - either Firm reports or Client reports.

Note: Only client profiles that have been created in this screen are available from the Firm profile drop-down list in the Setup > Report Profiles screen.

Click the Ellipsis button button next to the Selections field to open the Report Selections dialog and then select or remove reports to include in the profile.

Select each report individually from the drop-down list in the Report field and define options for that report using the fields that appear below the Report field. The options that are available depend on the report that is selected.

Note: Accounting CS does not allow you to set up filters for fields that could potentially differ between clients (bank accounts, account segments, departments, employees, chart of accounts, etc.) at the firm report file level. To apply these filters for a report profile, you must select them on the client level in the Setup > Report Profiles screen.

Related topics

Working with report profiles

Setup > Report Profiles

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