Reports
Search
Search Fringe Benefits Tax Support Help and Support.

This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: Reports

Advanced Benefit reports

An advanced reporting option is available for each benefit report. Advanced reports provide additional custom formatting options, such as the ability to apply filters. For example, the advanced Car Parking Benefit report lets you filter by calculation method.
To run an advanced benefit report:
  1. Select
    Reports
    , then
    Advanced Benefit Reports
     from the navigation bar.
  2. Select a report.
  3. Select the
    Run Selected Report
     button on the toolbar.
    tip
    You can select the
    Preview Selected Report
     button to preview the report before you run it.
  4. Use the dropdown to select the reporting entity or reporting group.
  5. On the pop-up window, select an export type. The report can be saved as a PDF or Excel file.

Adding an Advanced benefit report

When adding a custom report, you can create a completely new report or use an existing report and make changes as necessary.
  1. Select
    Reports
    , then
    Advanced Benefit Reports
     from the navigation bar.
  2. To add a new report, select the
    Add
     button on the toolbar. The Customised Report Wizard opens to guide you through the steps to create the report.
  3. Select the
    Next
     button.
  4. On tab
    2 | Report Type
    , select the report type, then select
    Next
    .
  5. On tab
    3 | Report Template
    , select
    Create a new report
     or
    Use an Existing Report as a Template
     to select a report on which to base your custom report.
  6. By default, the report will use the current default organisation and data from the current FBT reporting period. If prior year data is available, you can use the options on tab
    4 | Organisation and Period
     to select other organisations or FBT periods to include in the report. Use the
    Organisation
     dropdown to select the data from these previous years to compare with the current FBT year. Skip this step if you are only interested data in the active FBT year.
  7. Select
    Next
    .
  8. On tab
    5 | Display Columns
    , select the fields for your report. You must add at least 1 column to each area.
    • Column Area
       - the items to be summarised in the report
    • Row Area
       - contains categories of values to be summarised
    • Data Area
       - contains the values to be summarised (must be numeric data)
      note
      Some fields are text and cannot be added to the
      Data Area
       box.
  9. Select
    Next
     .
  10. On tab
    6 | Save Report
     , enter a name in the
    New Report Name
     field.
  11. Select
    Next
    .
  12. On tab
    7 | Complete
    , select the
    Save
     button.