Drake Accounting - Report Sets
Article #: 17001
Last Updated: December 05, 2024
Note You must run federal and state forms ahead of time (from the Employees module or the On the Fly module) in order for them to be able to be included in a report set.
Creating a Report Set
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Go to Firm > Report Sets > Create.
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Click <New Set> or click the New button.
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Enter a name for the set.
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Under Reports, use the drop menu to select the group for the first report.
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A list of available reports will display. Select the report and click the right arrow (
) to move it to the blank box on the right.-
To remove a report, click the left arrow (
). -
To change the order of reports, click on a report in the far right and use the up (
) and down (
) arrows.
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Choose options as applicable for the report.
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Repeat steps 3 through 5 to add reports as desired.
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When you have added all desired reports, click Save.
Generating a Report Set
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Go to Report Sets > Generate.
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On the left, select the set you created previously.
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Ensure all reports you wish to print have a check mark in the box to the left of the report name.
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To remove a report from being run in this set, simply uncheck the box to the left of the report name.
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If needed, change the dates under the Date Options section.
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If you wish to have the reports display before printing, check Print Preview.
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Select Print.