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Usage Report

Lets System Administrators view, print, and export the firm's active return count by product type and date range.
The
Usage Report
menu will let
System Administrators
view the firm's active return count.
  1. Go to
    Account Management
    .
  2. Select
    Usage Report
    .
  3. Select the
    Product Type
    .
  4. Select Date Range.
  5. Select
    Run Report
    .
  6. Select
    Print
    to print the report.
  7. Select the
    Export to Excel
    button to download the report.

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