Reports

Use the
Reports
option to create reports showing information about user activity and return activity within the application.
Report
Navigation from Reports:
Description
Federal or state usage
Federal/State Usage
This report shows you the usage of federal or state for a particular account.
Locator history
Locator History
Use this report to see the history of returns created for a particular account.
Group access
Group Access
The Group Access report shows information about a given group and its rights.
Return list
List Returns
The Return List report shows all returns for a specific account, year, and tax type.
User list
List Users
The User List report lists all users by location with optional groups and account rights.
User login activity
Login Activity
The User List report lists all users by location with optional groups and account rights.
Peak hours
Peak Hours
Peak Hours draws a graph of returns opened by hour of day, showing you when your users are most actively processing returns. Hover your mouse over the colored bars to display additional details.
A return is counted once each hour of the day it is opened.
Return activity by date
Return activity by date
The report shows the number of returns opened by date. A return is counted only once for each day it is opened. You can hover your mouse over the bars in the graph for more details.
Return activity by type
Return activity by type report
The report shows the number of returns opened by tax type and the number of returns as a percentage of the total number of returns opened. Move your mouse over the bars in the graph for more details.
Return statistics
Return statistics
The Return Statistics report shows the number of tax returns ever in RS by account and the current number of returns in RS.
Tax defaults import date
Tax defaults import date
The Tax Defaults Import Date report shows the number of tax returns by account and the current number of returns.
Time log
Time log
The Time Log report shows log entries for selected locators for a specific account, year, and tax type.
Time log by user
Time log by user
The Time Log by User report shows log entries made by a selected user.
Search by group, users, or returns
Search by group
Use this screen to search by group and create a return of users or returns for that group.
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