Print Reports screen

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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 application provides numerous standard reports for listing and analyzing the firm and client data, giving you information that you need to maximize productivity and profitability. Use the File > Print Reports screen to select, preview, and print reports and report profiles.

Choose File > Print Reports.

Notes

  • To print reports for multiple clients, select in the list from the drop-down list in the Client filter field at the top of the screen, and then click the 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.
  • You cannot print payroll reports for payroll consolidation groups, only payroll tax forms.
  • To view and select any of the profiles (Firm or Client) that have been saved in the Setup > Firm Information > Firm Report Profiles screen or the Setup > Report Profiles screen, click the Profiles button in the Reports frame.
  • You can use the application's Report Designer to customize any standard report or to create new firm-level or client-level reports. From the Report Designer, you can also choose to make certain options available for selection in this screen. See Making report options available at print time for more details.

Standard reports list

For a brief description of each of the standard reports that are available in Workpapers CS, see the Standard reports list.

Account balance workflow

Account balance workflow and adjustments via the Trial Balance screen

Report options

Report options enable you to control certain aspects of the report output such as, dates, ranges, filters, sort preferences, and so forth. The available options vary based on the report that you select to print or preview in this screen and apply to that report only. The availability of many of these options are based on the selected report and on the options selected for that report on the Report tab of the File > Page Setup dialog in the Report Designer. To make one-time changes to a selected report, click the Page Setup button at the bottom of the Print Reports screen. 

See also: Making report options available at print time.

Note: For reports that are not contained in a report profile, you can click the Save Report Options button at the bottom of the Print Reports screen to save the selected options for each report. (For client-level reports, report options are saved per report, per client. For firm-level reports, report options are saved per report.). To use this feature, the Save report options checkbox must be marked on the Reports tab of the Setup > User Preferences dialog. For reports contained in a report profile, the Save Report Options button is unavailable (grayed), and report option changes must be made from within the profile on a per-report basis.

Fields & buttons

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.

Displays the name of the report.

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

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

Select the format to use when displaying journal entries on the general ledger reports.

  • Summarize payroll journal entries
  • Summarize payroll journal entries by pay date
  • Summarize accounts payable account
  • Summarize accounts payable journal entries
  • Summarize accounts receivable account
  • Summarize accounts receivable journal entries

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

Printing reports

Working with report profiles

Standard reports list

Printing procedures

Reporting

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