Reports and analytics 2025.03 release notes

Release highlights

ONESOURCE Indirect Tax Reports and Analytics version 2025.03 introduces the following new features and fixes:
  • Enhancements to the US Document Details report: Addition of new column for 'Line Summary Tax Rate'.
ONESOURCE Indirect Tax Reports and Analytics version 2025.03 introduces the following fixes:
  • Bug fix related to the US Document Details report.
  • Bug fix related to input control parameters of the ‘Report and Analytics’ Dashboard and the US Document Details Report.

New features

Added a new column to US Document Details Report (1302495)
The US Document Details report now includes an additional column for 'Line Summary Tax Rate' when viewed in Edit mode.
New Columns Added:
  • Users can now add ' Line Summary Tax Rate’ in Edit mode.
  • Users who choose to add these fields must customize their views by adding them as columns or filters in Edit mode.
Existing Saved Reports:
  • Users with existing saved reports who wish to include this new data point for ' Line Summary Tax Rate’ will need to use a new template and add this field as a column to access the new information.
  • As a best practice we recommend using the new template, as all future updates will be applied to it.
For more information, refer to the Data Dictionary.

Fixes

US Document Details report Updated to reflect data accurately (1479362, 1419265, 1393011,1480071)
An issue was identified where some of the data was missed due to a condition in the report query in the US Document Details Report. This issue was resolved, and Users are now able to successfully view accurate information in the report.
Input Parameters for Reports and Analytics Dashboard and US Document Details report Updated to reflect data accurately (1521088, 1573159, 1556761)
We addressed an issue where the company name for one tenant was incorrectly shown for another tenant in the input control parameters of the 'Report and Analytics' Dashboard and the 'US Document Details' Report. This occurred only when external company IDs were the same across different tenants. Although this functionality was previously working correctly, it was temporarily affected by this issue. The problem has now been resolved, and users can view accurate information in the input control parameters of the mentioned reports. Please note that this issue did not impact the input control parameters of any other reports.
Users with existing saved reports who can see this issue will need to use a new template to view the fix.

Known Issues

There are no known issues.

Related content