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Category: Reports

How do I create my own custom reports?

With TaxSlayer Books you cannot create your own custom reports. There is an option where you can create a list of reports that can be printed out for a particular customer everytime you want to print reports for them. You would create a customer report for printing purposes for the customer. You can pre-select the reports that you would need to print out for them. This will prevent you from having to select each report everytime you need to print reports out.

To setup the customer reports, scroll over the Reports module from the Main Menu and click on Custom Report Groups. Click on Create New, select the reports to be included in this group, and then name the group. When printing reports that have been customized for the group click on the group name and click on Run Reports.