Standard Report List

The Report List shows the available reports within this section grouped by the following categories:

• Control Centre Reports
• Personal Tax Reports
• Partnership Tax Reports
• Trust Tax Reports
• Corporation Tax Reports
• Business Tax Reports
• Custom Reports

Icons

 - This is the closed folder icon. To open the folder, click the select mouse button anywhere on the closed folder icon.

- When a folder is open, you will see a list of the reports in that category in the right hand window.  To close the folder, click the select mouse button anywhere on the open folder icon.

- A report icon with a padlock on it indicates that the report is read only. This means that if you modify the design of the report, you must save the new design under a different name. You cannot overwrite a read only report. All the pre-designed report types provided with Control Centre are read only.

- A report icon without a padlock on it indicates that the report is not read only and can be modified and overwritten.

Custom Reports

When you create a new report, or modify an existing report, the report you create will be saved within the Custom Reports folder. You can create extra levels within this folder to organise your custom reports as you see fit. Add a new folder by selecting the New Folder button from the toolbar, and entering a name for your new folder in the dialogue that is displayed.