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Practice CS provides many reports for listing and analyzing the data in the application, giving you information that you need to maximize productivity and profitability.
To open the Print Reports screen, choose File > Print Reports (or press CTRL+P).
Note: The reports that are available to you will depend on your security privileges and licensing. Information contained in the report may also depend on your security privileges. See help on individual reports for specific security dependencies.
Lists allow you to print a simple hardcopy list of any groupings you have set up in the application.
Note: The names of these groupings are firm terminology variables. Your firm might use a different term for some or all of these groupings. To view the default terms for these groupings, choose Help > Enable Default Terminology.
Note: These reports are available only if you are licensed for the Project Management module.
Note: These reports are available only if you are licensed for the Client Management module.
Note: These reports are available only if you are licensed for the Staff Management module.
- Setting report options
- Previewing a report
- Printing a report
- Creating a profile
- Creating custom formats