Printing reports and report profiles

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

See also: Scanning, printing, and storing client documents, workflow

  1. Choose File > Print Reports.
  2. In the Print Reports screen, double-click any reports and/or report profiles to add them to the Selected Reports list and specify the desired print options for each report.
  3. Click the Print Selected button to open the Print dialog.
  4. Mark the checkbox for each output you want to use for this report.
    • Printer. Select the appropriate printer and specify the number of copies to print, page range, and page-numbering options.

      Note: Page range options are unavailable (grayed) when you access the Print dialog via the Print Selected button. However, you can select page range options when you choose to print documents from the Print Preview screen.

      • When your firm is licensed for GoFileRoom and the GoFileRoom Client Add-In is installed, the GoFileRoom option is available in the drop-down list for the Output to printer field. When you print to GoFileRoom, the application opens the Print to GoFileRoom dialog, where you can select the drawer and index information.
      • When your firm is licensed for Workpapers CS and the Workpapers CS print driver is installed, the Workpapers CS option is available in the drop-down list for the Output to printer field. When you print to Workpapers CS, the application opens the Workpaper Properties dialog, where you can select the client, binder name, and folder location, and enter a workpaper reference and workpaper name.
    • FileCabinet CS. This option is available when your firm is licensed for FileCabinet CS and it is installed. When you print to FileCabinet CS, the application opens the FileCabinet CS Documents dialog, where you can select the FileCabinet CS location, document names, and other document options.

      When you mark the Send to NetClient CS Document Presentation checkbox, the application automatically queues documents within FileCabinet CS to send to your client's Document Presentation portal in NetClient CS.

    • Engagement CS. This option is available when your firm is licensed for Engagement CS and it is installed. When you print to Engagement CS, the application opens the Print to Engagement CS dialog, where you can select the CSA data location, client, engagement, and document name.
    • File. Select the file type and specify the location in which to save the reports. For Adobe Acrobat (*.pdf) files, you can password protect the documents, if desired.

      When you mark the Open file when complete checkbox, the application automatically opens the documents in the default application based on the selected file type.

  5. Click OK to print the reports to the selected outputs.

Notes

  • To preview or print a report, you must have the appropriate security group permissions to access the specific reports listed in the profile. For details, see the Security Groups screen topic.
  • To print reports for multiple clients, select is in the list, is in the ID range, or is in the name range in the Client drop-down list in the Client section. When using is in the list, click the Ellipsis Ellipsis button button to open the Multiple Selection dialog. Select the appropriate clients from the list and click OK to print report data for those selected clients only.
  • To save report options currently specified for all of the selected reports that are not within a report profile, click the Save Report Options button.
  • To change the order in which the reports are printed, click and drag a report or report profile to move it to the desired location in the list.
  • To preview the selected reports and report profiles prior to printing, click the Preview Selected button.

See also

Filtering and sorting reports

Reporting and Report Designer: Procedures

Report Designer overview

Reporting

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