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This article applies to:

  • Product: safesend
  • Subject: Reports
  • Audiences: Staff

Quick View Reports

Use Quick View Reports to filter and export predefined views of delivered and archived returns, including returns where the signer hasn’t accessed the link or where Knowledge-Based Authentication (KBA) has failed.
You can access
Quick View Reports
 from the
Delivered
 and
Archived Returns
 reports.
Quick View Reports can't be built or customized. Only 2 reports are available at this time.

Access Quick View Reports

  1. Go to
    Delivered
     or
    Archived Returns
    .
  2. Select the dropdown arrow for the filter icon.
  3. Select
    Link not Accessed
     to filter returns where the signer hasn’t accessed the link. Select
    KBA Failed
     to filter returns where KBA has failed and the signer must sign manually.
  4. Review returns with an
    Awaiting Upload
     status.
  5. Select
    Test Returns
     to filter returns sent during a trial or testing period that don’t count against your balance.
  6. Select
    Apply
     to apply the selected options.
  1. Select a
    Link Status
     option to filter the report.
    • Not Accessed by Taxpayer
    • Not Accessed by Spouse
    • Not Accessed
  2. Use the column headers to further filter the report.
  3. Select
    Export
     to download the report.

KBA failed

  1. Select a
    KBA Status
     option to filter the report.
    • Taxpayer Failed
    • Spouse Failed
  2. Use the column headers to further filter the report.
  3. Select
    Export
     to download the report.

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