Tax & Accounting Blog

Setting Up Report Profiles in Accounting CS

CS Professional Suite Accounting & Auditing Solutions February 7, 2014

Report profiles enable you to pre-define and save a particular set of reports with a specific collation sequence and an exact set of print options. This makes it easy to quickly print and send a group of reports to multiple clients.

All report profiles are initially set up at the firm (global) level, and each profile can be set up to include either of two types of reports:

  • Client information (such as General Ledger, Transaction List, Income Statement, Check List – Condensed, Employee List – Condensed).
  • Firm information (such as Client List, Sales Tax – Condensed).

Any client-type report profiles can be used globally – for any client – to save time when you need to print a set of reports with a specific set of report options. If necessary, you can also customize an existing client-type report profile to use with a specific client.

To Set Up a New Firm-Level Report Profile:

  1. Choose Setup > Firm Information > Firm Report Profiles.
  2. Click the Add button at the bottom of the screen and enter a unique name for the new report profile in the Description field.
  3. Click either the Client reports option or the Firm reports option to specify the type of reports that will be available for selection as part of the profile.
  4. Click the Ellipsis (…) button next to the Selections field.
  5. In the Report Selections dialog, select the reports to include in the report profile and then click OK.

    Note: When you print a report profile, the reports appear in the order listed in the Report Selections dialog. To change the order, click and drag a report to the desired location in the Selected Reports list.

    Accounting CS Report Selections dialog box

  6. Specify the desired options for each of the reports included in a profile. Select each report from the drop-down list in the Report Options section and then choose the desired settings for that report. If necessary, you can select the same report multiple times within a single report profile and specify different option settings for each instance. Accounting CS Firm Report Profiles dialog box
  7. Click Enter to save the new profile.

To Modify an Existing Firm-Level Report Profile:

  1. Select the profile from list pane in the Setup > Firm Information > Firm Report Profiles screen and click the Edit button at the bottom of the screen.
  2. Click the Ellipsis (…) button next to the Selections field.
  3. In the Report Selections dialog, add or remove reports from the Selected Reports pane and/or change the selection order, and click OK.
  4. Update the options for one or more of the selected reports in the Firm Report Profiles screen.
  5. Click Enter to save the changes.

To Customize a Report Profile for a Specific Client:

  1. Choose Setup > Report Profiles.
  2. Select the client from the drop-down list in the upper-right corner of the Report Profiles screen.
  3. Click the Add button at the bottom of the screen and select an existing report profile from the drop-down list in the Description field.
  4. Click the Ellipsis (…) button next to the Selections field to add or delete reports for this client-specific profile.
  5. Specify the desired options for each report.
  6. Click the Enter button to save any changes made to the client-specific profile.

Notes:

  • Using this procedure to customize a report profile for a specific client does not alter the existing firm-level report profile.
  • Only client-type report profiles can be customized for a specific client. Firm-type report profiles are not available for selection from the Setup > Report Profiles screen.
  • If necessary, you can click the Delete button at the bottom of the screen to remove a customized profile for a selected client. A report profile that has been deleted from the Setup > Report Profiles screen for a specific client does not alter the firm-level profile from which it originated and which remains available for selection for any client.