The Report Manager allows you to create a new report or edit an existing report.  In addition, you can modify the report layout and define filters. To access this option go to Reports > Report Manager. 

The application provides several standard reports. 


Report Categories



Creating a New Report


    1. Click New Report.
    2. Select Electronic Filing & Banking, Tax Return Data, or Scheduler for Report Type and click OK. The "Report Editor" dialog opens
    3. Complete the Report Editor information. See Report Editor for more details.
    4. Click Save. The new report is saved in My Reports.


Editing an Existing Report


    1. Click the report to be edited from the list of standard or custom reports. The selected report is highlighted and a Sample Report is displayed at the bottom of the screen.
    2. Click Edit Report.
    3. Modify the Report Editor information as needed. See Report Editor for more details.
    4. Click Save. The modified report is saved (as a customized report) in My Reports. This ensures standard reports remain intact for future use.

 

Note:

If the Edit Report button is disabled and there is not a Report Sample displayed, the selected report is protected and cannot be edited.


Note

If the Edit Report button is disabled and there is not a Report Sample displayed, the selected report is protected and cannot be edited.



Deleting an Existing Report

Important: There is no way to restore a deleted report and this option is only available for reports you created. None of the standard reports, shipped with the application, can be deleted.

    1. Click a report in My Reports.
    2. Press DELETE.
    3. Click Yes to the delete confirmation prompt to remove the report, or No to leave the report and close the dialog box.


Viewing a Report


    1. Select a report in the list of standard or custom reports. 
    2. Click View Report.
    3. The report results are displayed in the Report Viewer.


Options for the viewed report


    • Print – Choosing this option sends the displayed report to the default printer.
    • Export – This option allows export to Excel, CSV, and Notepad.
    • First – This option returns you to the first page in the report.
    • Next – This option allows you to view the next page in the report.
    • Previous – This option allows you to go back to the previous page in the report.
    • Last – This option takes you to the last page in the report.
    • Exit – Closes the Report Viewer.