Hide, Unhide, and Search for Reports

Hide a Report

You can choose to hide Reports that are not expected to be used in your audit. Hidden Reports will then not show up in the Engagement View, Signoff Summary View, and Finalize pages. The hide setting of each report will be carried over when you roll forward or copy an engagement. The hide function is available for Financial Statements, Financial Summary Report, Tax Summary Report, each of the custom Trial Balance Reports and Journal Entry Reports, and Ratio Analysis.

  1. Navigate to the Report you wish to hide.

  2. Click on the icon next to the report name to hide the report. You will see a confirmation message that the report has been updated successfully. It will no longer be visible on the Engagement View and Signoff Summary View.

    • When hiding trial balance and journal entry reports, the selected report will move to the Hidden Reports section in the navigation pane and the next active report will be displayed in the content area.

    Note: You cannot hide a report that has a note or sign off added to it.

  3. For consolidated engagements, report hide settings are not shared across entities. You must navigate to each entity subsidiary or parent individually and hide the unused reports specific to that entity.

Unhide a Report

  1. To unhide a report, navigate to the required report.

    • Hidden trial balance and journal entry reports can be accessed by expanding the Hidden Reports section on the respective left navigation panes.

  2. Click on the icon to unhide. You will see a confirmation message that the report has been updated successfully. It will now be visible on the Engagement View and Signoff Summary View.

    • Trial balance and journal entry reports will move out of the Hidden Reports section on the navigation pane and back to the active reports section.

Search Reports

When the number of trial balance or journal entry reports exceeds 15, a search facility becomes available to quickly locate a report. Click on the Search field within the respective navigation panes and enter a few characters of the report name to see a list of matches.

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