Adding a Custom Report on Regularity (Academy only)

1. To create a custom Report on Regularity, navigate to the …CaseWare/Resources/Knowledge Library/Charity/ folder and copy paste the file entitled Acad-AssuranceReportTemplate to the …CaseWare/Resources/Knowledge Library/Custom folder.

You can then edit the custom Knowledge Library, as required, within CaseView.

2. To set this as your firm standard, open up the computer settings document by typing COMPSET within the Working Papers browser bar.

 
 Select ‘Custom’ Library Files from the menu on the left and switch on the use of a custom Assurance report on Regularity.

 
3. Click on the blue text to select a Custom KL and browse to find your edited custom file within your custom folder. 
Finally, tick the grey box next to the KL to confirm that this is the one you wish to use.

 
The custom report will now come through, by default, in all engagement files.