Reports

Administration report

2 administration reports are available:
  • User Access By Reporting Entity Report: Allows you to see the users that have logged in.
  • Aggregated Reporting Entity List: Shows reporting entities and their codes.

Using Reports

  • You can group reports by dragging a column header into the
    Drag a column header here to group
     area at the top.
Example
This example shows the
Reporting Entity Code
 column header being dragged into the area at the top.
The data in the report is now grouped by entity code. You can click on the small arrow selector to expand and collapse the groups.
  • To help you quickly find important information, you can use filters to narrow your selection. Select the filter icon in the bottom left corner. On the window that opens, you can use the icon to add parameters to your filter.
Example
This example is being filtered so that only results for organization ENTIssue123 are shown.
  • Select
    Run Selected Report
     to create and download the file. You will be prompted to select a file type for the report. Reports can be saved as .xls, .xslx, or .pdf. When finished, it is downloaded to your
    Downloads
     folder. Reports can take a few minutes to build.
  • Select
    Preview Selected Report
     to view the report results immediately.
  • Select the
    Export to PDF
     button to save the report to your
    Downloads
     folder as a .pdf.

This article applies to:

  • PRODUCT: ONESOURCE Fringe Benefits Tax
  • Subject: Reports