Reporting and Report Designer: Procedures

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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 Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

The following reporting topics provide detailed information about selecting and customizing reports, setting up report profiles, selecting report options, and printing reports from the File > Print Reports screen or from the Report Designer.

Procedures related to the File > Print Reports screen

Workflow and procedures in the Report Designer

Use the Report Designer to customize any of the available standard reports, create new reports, and add or modify financial statements and letters.

For an visual overview of the Report Designer, see Report Designer workflow.

Setting up report options

Formatting reports

Creating reports and custom folders

Creating formulas and variables

Working with conditional expressions

Defining repeating elements

Setting up rounding accounts and verifying balances

Printing, importing and exporting reports

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