File > Print - Options 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.

Report options allow you to control certain aspects of report output. The options vary based on the report that you select to print or preview in the Report Designer and apply to that report only. Also, some of the options that are displayed are determined by filtering selections and other items that are selected in the Report tab of the File > Page Setup dialog in the Report Designer.

In the Report Designer choose File > Print to open the Options dialog or press Ctrl+P.

Fields & buttons

Displays the name of the report.

Use the client fields to select a single client, multiple clients, a range of client IDs, or a range of client names for which to print this report. For firm reports, the client selection does not apply, and the fields are not available.

Select a date or range of dates from the drop-down list(s).

For example, the Check List report may have date options of Latest check date, Current month, Current quarter, Current year, Prior month, Prior quarter, or Prior year, and so forth, while the Vendor Activity report may have date options of Current period, Current year-to-date, Current year, and so forth.

Select optional regions and/or sections to include or exclude.

For example, the Check List report may have an optional region for Check Count, while the Vendor List - Detailed report may have an optional region for Vendor Count and optional sections for 1099 Properties, Distributions, and Payment Preferences.

Select the Accounting method to apply one of the following basis types to amounts in a report or financial statement that include accounts payable and/or accounts receivable general ledger activity.

Note: The accounting basis can be set up in the Setup > Clients > Accounts Payable tab and/or the Setup > Clients > Accounts Receivable tab to be used as the default for reports that use the Client basis and reports that depend on a basis, but do not offer the accounting treatment options at print time.

  • Client basis
  • Accrual basis
  • Cash basis

Select the Balance basis to apply one of the following balance types to amounts in a report or financial statement.

  • Adjusted
  • Report
  • Tax
  • Other

Note: Basis types that are applied to amounts in a report or financial statement in the Report Designer via the Design Tools frame are not overwritten with the basis that is selected in the Print – Options dialog at print time.

Select a journal entry format for the report.

For example, the General Ledger report may have the option to summarize payroll journal entries.

Note: In General Ledger reports, APSUM is a reference that is used when summarizing entries for Accounts Payables. The reference PAYROLL is used when summarizing Payroll Journals (The reference can be changed in the Transactions Defaults tab of the Edit > Options > Enter Transactions Options dialog of the Actions > Enter Transaction screen.)

Select the filtering and sorting criteria to apply to this report. For details about how to filter and sort reports, see Filtering and sorting reports.

Related topics

Making report options available at print time

Report Designer overview

Report Designer workflow

Setting up regions and sections in reports

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