Report Designer: File > New dialog

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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.

Use the File > New dialog to add a report, financial statement, or letter in the Report Designer.

In the Report Designer screen, choose File > New, and then choose Report, Financial Statement, or Letter. (You can also right-click a folder in the Reports list tree and choose New Report.)

See also: Creating a new report, financial statement, or letter

Special information

Based on the service for which you are licensed, you can select a Firm, Accounting, Accounts Payable, Accounts Receivable, Payroll, or Workpapers report. The report type selection determines the folder in which the report is created. A new report cannot be copied or moved to a folder that contains reports of a different type.

Fields & buttons

Related topics

Defining rows, columns, or regions as optional in a report or financial statement

Reporting and Report Designer: Procedures

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