ProConnect HelpIntuit HelpIntuit

Creating custom database reports in Lacerte

by Lacerte Tax 2023 Updated 7 months ago

You can make special reports to organize information about a certain client. These reports can be printed out in any way you want, and you can make them using any of the tax modules you have installed.

Follow these steps to create a custom database report:

  1. Go to the Clients tab.
  2. Select the clients you want to include in the custom database report.
    • Press F3 on your keyboard to open the Group Selection window and select a group of clients based on specific criteria, or hold down the Ctrl key and manually click the clicks you want to include in the report.
  3. From the Print menu, select Database Reports.
  4. Go to the Custom tab in the Database Reports window.
  5. Select the Add Report icon in the toolbar to create a report.
    • If this is the first time you've gone into custom reports, the program will prompt you to create a new report.
  6. Enter a name for the new report and click OK.
  7. In the Available field, select the item(s) you want to filter for the client data.
  8. Double-click the item(s) to move them to the Print Columns field.
    • You can click the Preview button at any time to view the report, or click the Print button to start printing the report.
  9. Click the Save icon to save the report for later use.
  10. Click the Close button.
Lacerte Tax

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads