Custom Reports - Fields Tab

From the Custom Reports page, use the Fields tab to select fields for inclusion in your custom report. Custom field lists can combine fields from multiple databases. Schedules D, P, F & S cannot be combined with any other product's database.

Select a Custom or Standard Field List:

1. From the Field Lists panel, select a field list from Custom Field List, Shared Field List, Standard Field Lists, Statement Pages, or Standard Reports.

The selected field list name appears in the Custom Report Summary.

Selecting -Custom Calculations- from the Custom Field Lists folder will include all user created custom calculations. To include only the calculations you want, create a subset or create a custom field list containing the calculations and field of your choosing.

View the fields within a Field List:

1. After selecting a field list from the Fields Lists panel, click the View text link.

The fields within the selected list populate the Details section.

Select a subset of fields from a list for use in a report:

1. After selecting a field list from the Field Lists panel, click the View text link.

The fields within the selected list populate the Details section.

1. From the Details section, select the desired fields. Use the Select/Clear All checkbox to assist in field selection.

The subset appears in the Custom Field List section and the Custom Report Summary with the list name and a suffix of subset.

Note: Creating a new subset overwrites the older subset, if one exists.

Create a New Custom Field List:

1. Click the Create text link.
2. The Create Field Lists page opens. Create and save your list.

After saving a new field list, the Custom Report page activates with the new field list selected.

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