Custom Plan Reports

Facts

Start the Tax Planner and open the plan you saved for A Couple, Basic and Average (A Couple.pl5). Create a plan report and add the US Total Income, Wage Income, and Business Income worksheets to it. Arrange the report so that the Business Income page prints before the Wage Income page. Save it as "Tutorial," then preview your plan. After you are finished, open the Customize Plan Report window and delete the custom report.

Program Considerations

The Customize Plan Report window is where you can customize the print order of a plan report and determine which worksheets or other documents you want to include. The following describes the functions available:

• Select Plan Report: Allows you to select one of the following plan report types:

Select This:	To Print:
Condensed	A one page summary
Tab-level	A summary based on the tab-level worksheets
Applicable Items	Only worksheets related to the items you entered
Full	All worksheets in the plan

The following is a list of functions for this list:

BUTTON	PURPOSE
	Saves your current print order settings to use in other plan reports
	Deletes a custom plan report from the list
	Restores the default settings for the selected plan report

• Print Order: Lists all worksheets, documents, and graphs in the order they will print in the plan report. The following is a list of functions for this list:

BUTTON	PURPOSE
	Moves the selected worksheet up one level in the print order
	Moves the selected worksheet down one level in the print order
	Selects all items in the list to include in the plan report
	Removes all items in the list from the plan report
	Fully expands the list to show all underlying worksheets
	Collapses the list to show only the high level summary worksheets
	Sets up a graph to include in the plan report (opens the Graph Setup dialog)
	Sets up a custom letter or document to include in the plan report (opens the Letter/Document Setup dialog)

• Additional Data: Allows you to select where custom worksheets and field notes will print in the plan report. If you select With Worksheet, the field notes will print as footnotes on the worksheets. Click Advanced to set up advanced report items such as font settings and worksheet print control.
• Use current report settings for new plans: Saves all your current report settings to use for future plan reports. This setting ONLY applies to any new plan reports you create after setting up the current plan report.

How?

To create a custom Plan Report:

1. Start the Tax Planner program and open the sample plan (A Couple.pl5).
2. Click Customize Plan Report on the Reports menu.
   
3. Select US-Condensed in the Select Plan Report list.
4. Expand the items in the Print Order list by clicking the Expand button.
   
5. Check US Total Income, Wage Income, and Business Income in the Print Order list.
6. After you click Business Income, click the Move Up button until it is above the Wage Income page.
7. Click the Save As button.
8. Enter Tutorial as the name of the report.
   
9. Click OK.
10. Click OK to close the Customize Plan Report window.

To preview the Plan Report:

1. On the File menu, point to Print Preview and click Preview Report.
   
2. When finished, click Exit on the File menu to close the preview.

To delete a custom Plan Report:

1. Click Customize Plan Report on the Reports menu.
   
2. Select US-Tutorial in the Select Plan Report list.
3. Click Delete.
4. Click OK to close the Customize Plan Report window.

Tips & Shortcuts

• You can click the next to an item in the Print Order list to expand it.
• You can click the Graphs or Letters/Documents buttons to open those editors from within the Customize Plan Reports window.
  
• You can check the Save as default report settings for new plans box to make this report type the one you use for all new plans.
  
• You can use the [Esc] key to close any dialog or window in the Tax Planner.

Review

You should have successfully setup a custom Plan Report and previewed it.

Troubleshooting

Problem: I don't want to have to preview the entire report to see what just one worksheet will look like.

Solution: You can preview the current worksheet by selecting Preview Current Worksheet on the File > Print Preview menu.

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