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The Report Designer Firm variables display information on reports about the setup of your firm's information. The following tables list all of the currently available variables, what they output, and where the information is retrieved from within the application.
See also: Variables overview
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Alternate EIN/SSN | The alternate EIN or SSN from Setup > Firm Information > Firm | Number | [Firm.AlternateEINSSN] |
Alternate EIN/SSN (last four digits) | The last four digits of the alternate EIN or SSN from Setup > Firm Information > Firm | Number | [Firm.AlternateEINSSNLastFourDigits] |
Alternate Firm Name | The alternate firm name from Setup > Firm Information > Firm | Text | [Firm.AlternateName] |
Firm EIN/SSN | The firm EIN or SSN from Setup > Firm Information > Firm | Number | [Firm.EINSSN] |
Firm EIN/SSN (last four digits) | The last four digits of the firm EIN or SSN from Setup > Firm Information > Firm | Number | [Firm.EINSSNLastFourDigits] |
Firm Name | The firm name from Setup > Firm Information > Firm | Text | [Firm.Name] |
Firm Name 2 | The firm name 2 field from Setup > Firm Information > Firm | Text | [Firm.Name2] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Alternate Address Line 1 | The first line of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.AddressLine1] |
Alternate Address Line 1 and Line 2 | The first and second lines of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.AddressLine1andAddressLine2] |
Alternate Address Line 2 | The second line of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.AddressLine2] |
Alternate Address City | The city of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.City] |
Alternate Address City, State and Zip | The city, state, and zip code of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.CityStateandZip] |
Complete Alternate Address | The complete alternate address for the firm from Setup > Firm Information > Firm | Text | [Firm.Alternate.CompleteAddress] |
Complete Alternate Address (single line) | The complete alternate address for the firm on a single line from Setup > Firm Information > Firm | Text | [Firm.Alternate.CompleteAddressSingleLine] |
Alternate Address Country | The country of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.Country] |
Alternate Address County | The county of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.County] |
Alternate Address State (abbreviation) | The state abbreviation of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.State] |
Alternate Address State (full name) | The state name of the firm alternate address from Setup > Firm Information > Firm | Text | [Firm.Alternate.StateName] |
Alternate Address Zip Code | The zip code of the firm alternate address from Setup > Firm Information > Firm | Number | [Firm.Alternate.Zip] |
Business Address Line 1 | The first line of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.AddressLine1] |
Business Address Line 1 and Line 2 | The first and second lines of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.AddressLine1andAddressLine2] |
Business Address Line 2 | The second line of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.AddressLine2] |
Business Address City | The city of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.City] |
Business Address City, State and Zip | The city, state, and zip code of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.CityStateandZip] |
Complete Business Address | The complete firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.CompleteAddress] |
Complete Business Address (single line) | The complete firm business address on a single line from Setup > Firm Information > Firm | Text | [Firm.Business.CompleteAddressSingleLine] |
Business Address Country | The country of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.Country] |
Business Address County | The county of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.County] |
Business Address State (abbreviation) | The state abbreviation of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.State] |
Business Address State (full name) | The state name of the firm business address from Setup > Firm Information > Firm | Text | [Firm.Business.StateName] |
Business Address Zip Code | The zip code of the firm business address from Setup > Firm Information > Firm | Number | [Firm.Business.Zip] |
Home Address Line 1 | The first line of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.AddressLine1] |
Home Address Line 1 and Line 2 | The first and second lines of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.AddressLine1andAddressLine2] |
Home Address Line 2 | The second line of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.AddressLine2] |
Home Address City | The city of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.City] |
Home Address City, State and Zip | The city, state, and zip code of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.CityStateandZip] |
Complete Home Address | The complete firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.CompleteAddress] |
Complete Home Address (single line) | The complete firm home address on a single line from Setup > Firm Information > Firm | Text | [Firm.Home.CompleteAddressSingleLine] |
Home Address Country | The country of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.Country] |
Home Address County | The county of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.County] |
Home Address State (abbreviation) | The state abbreviation of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.State] |
Home Address State (full name) | The state name of the firm home address from Setup > Firm Information > Firm | Text | [Firm.Home.StateName] |
Home Address Zip Code | The zip code of the firm home address from Setup > Firm Information > Firm | Number | [Firm.Home.Zip] |
Mailing Address Line 1 | The first line of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.AddressLine1] |
Mailing Address Line 1 and Line 2 | The first and second lines of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.AddressLine1andAddressLine2] |
Mailing Address Line 2 | The second line of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.AddressLine2] |
Mailing Address City | The city of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.City] |
Mailing Address City, State and Zip | The city, state, and zip code of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.CityStateandZip] |
Complete Mailing Address | The complete firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.CompleteAddress] |
Complete Mailing Address (single line) | The complete firm mailing address on a single line from Setup > Firm Information > Firm | Text | [Firm.Mailing.CompleteAddressSingleLine] |
Mailing Address Country | The country of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.Country] |
Mailing Address County | The county of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.County] |
Mailing Address State (abbreviation) | The state abbreviation of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.State] |
Mailing Address State (full name) | The state name of the firm mailing address from Setup > Firm Information > Firm | Text | [Firm.Mailing.StateName] |
Mailing Address Zip Code | The zip code of the firm mailing address from Setup > Firm Information > Firm | Number | [Firm.Mailing.Zip] |
Other Address Line 1 | The first line of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.AddressLine1] |
Other Address Line 1 and Line 2 | The first and second lines of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.AddressLine1andAddressLine2] |
Other Address Line 2 | The second line of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.AddressLine2] |
Other Address City | The city of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.City] |
Other Address City, State and Zip | The city, state, and zip code of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.CityStateandZip] |
Complete Other Address | The complete firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.CompleteAddress] |
Complete Other Address (single line) | The complete firm other address on a single line from Setup > Firm Information > Firm | Text | [Firm.Other.CompleteAddressSingleLine] |
Other Address Country | The country for the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.Country] |
Other Address County | The county of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.County] |
Other Address State (abbreviation) | The state abbreviation of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.State] |
Other Address State (full name) | The state name of the firm other address from Setup > Firm Information > Firm | Text | [Firm.Other.StateName] |
Other Address Zip Code | The zip code of the firm other address from Setup > Firm Information > Firm | Number | [Firm.Other.Zip] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Firm Email | The email address for the firm from Setup > Firm Information > Firm | Text | [Firm.Email] |
Firm Website | The firm website from Setup > Firm Information > Firm | Text | [Firm.Website] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Logo | The firm logo inserted from Setup > Firm Information > Firm | Image | [Firm.Images.Logo] |
Signature 1 | The firm signature 1 from Setup > Firm Information > Firm | Image | [Firm.Images.Signature1] |
Signature 2 | The firm signature 2 from Setup > Firm Information > Firm | Image | [Firm.Images.Signature2] |
Signature 3 | The firm signature 3 from Setup > Firm Information > Firm | Image | [Firm.Images.Signature3] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Alternate Extension | The firm alternate extension from Setup > Firm Information > Firm | Number | [Firm.Alternate.Extension] |
Alternate Number | The firm alternate number from Setup > Firm Information > Firm | Number | [Firm.Alternate.Number] |
Alternate Number and Extension | The firm alternate number and extension from Setup > Firm Information > Firm | Number | [Firm.Alternate.NumberandExtension] |
Business Extension | The firm business extension from Setup > Firm Information > Firm | Number | [Firm.Business.Extension] |
Business Number | The firm business number from Setup > Firm Information > Firm | Number | [Firm.Business.Number] |
Business Number and Extension | The firm business number and extension from Setup > Firm Information > Firm | Number | [Firm.Business.NumberandExtension] |
Car Extension | The firm car extension from Setup > Firm Information > Firm | Number | [Firm.Car.Extension] |
Car Number | The firm car number from Setup > Firm Information > Firm | Number | [Firm.Car.Number] |
Car Number and Extension | The firm car number and extension from Setup > Firm Information > Firm | Number | [Firm.Car.NumberandExtension] |
Fax Extension | The firm fax extension from Setup > Firm Information > Firm | Number | [Firm.Fax.Extension] |
Fax Number | The firm fax number from Setup > Firm Information > Firm | Number | [Firm.Fax.Number] |
Fax Number and Extension | The firm fax number and extension from Setup > Firm Information > Firm | Number | [Firm.Fax.NumberandExtension] |
Home Extension | The firm home extension from Setup > Firm Information > Firm | Number | [Firm.Home.Extension] |
Home Number | The firm home number from Setup > Firm Information > Firm | Number | [Firm.Home.Number] |
Home Number and Extension | The firm home number and extension from Setup > Firm Information > Firm | Number | [Firm.Home.NumberandExtension] |
Mobile Extension | The firm mobile extension from Setup > Firm Information > Firm | Number | [Firm.Mobile.Extension] |
Mobile Number | The firm mobile number from Setup > Firm Information > Firm | Number | [Firm.Mobile.Number] |
Mobile Number and Extension | The firm mobile number and extension from Setup > Firm Information > Firm | Number | [Firm.Mobile.NumberandExtension] |
Other Extension | The firm other extension from Setup > Firm Information > Firm | Number | [Firm.Other.Extension] |
Other Number | The firm other number from Setup > Firm Information > Firm | Number | [Firm.Other.Number] |
Other Number and Extension | The firm other number and extension from Setup > Firm Information > Firm | Number | [Firm.Other.NumberandExtension] |
Pager Extension | The firm pager extension from Setup > Firm Information > Firm | Number | [Firm.Pager.Extension] |
Pager Number | The firm pager number from Setup > Firm Information > Firm | Number | [Firm.Pager.Number] |
Pager Number and Extension | The firm pager number and extension from Setup > Firm Information > Firm | Number | [Firm.Pager.NumberandExtension] |
See also: Report Designer: Procedures
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