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
- Client Reports
- EF/Bank Reports
- Scheduler Reports
- My Reports – This section only has sample reports until you create or customize reports.
- Other Reports
Creating a New Report
- Click New Report.
- Select Electronic Filing & Banking, Tax Return Data, or Scheduler for Report Type and click OK. The "Report Editor" dialog opens
- Complete the Report Editor information. See Report Editor for more details.
- Click Save. The new report is saved in My Reports.
Editing an Existing Report
- 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.
- Click Edit Report.
- Modify the Report Editor information as needed. See Report Editor for more details.
- 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.
- Click a report in My Reports.
- Press DELETE.
- 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
- Select a report in the list of standard or custom reports.
- Click View Report.
- 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.