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Reports

Creating User-Defined Reports

To create a user defined report:
  1. Select to add a new report to My Reports.
  2. In
    Add New Report
    , choose the
    Report Name Rule
    .
  3. In
    Custom Text
    , you can type a custom name, for example, Reports for External Auditor.
  4. In
    Folder Location
    , choose a folder where you want the report to reside. The report will be saved in the selected folder or sub-folder location.
    • Reports in My Reports are available to the user that created the original reports.
    • Reports in Shared Reports are available to users who are assigned the role of Administrator or who are in an Administrator Group and have access to the selected dataset and unit.
    • Only users in the Administrator group are allowed to create, delete, edit or move reports within the Shared Reports reports folder.

This article applies to:

  • Product: ONESOURCE Tax Provision