Viewing Legacy Reports
You can view the following reports in the Legacy reports list. If you do not see a report in the list, review the criteria below to activate the report.
- Deferred Balances
- Filtered Deferred Balancesnote
- TheFiltered Deferred Balancesreports are reports that you can customize using the following two system parameters. You can add more than one report by replacing the # with the number of the report.
- TheFiltered Deferred Balancesreports are available for unit, sub-consolidated, and consolidated report levels.
Parameter Name | Paramvalue | Parameter Function |
|---|---|---|
FILTER#_NAME | Text | Names the Filtered Deferred Balances Report created with the FILTER#_SQL parameter. |
FILTER#_SQL | SQL query | Filters deferred balances based on a SQL query to show a subset of deferred balances. |
In the following example, you can see three Filtered Deferred reports set up using the parameters:
Filtered Deferred Balances - Parameters
Filtered Deferred Balances - Reports
State Tax Provision
Legacy report with unit breakout and unit breakout comparison.
Simple JE
- Available by default.
- If you don't see the Simple JE report, select Administration > Manage Configurations > Advanced Functionality > Journal Entries and click No for the Enable Configurable Journal Entry parameter.
- The Simple JE report is available for all report levels: unit, sub-consolidation, and consolidated.
Expected Deferred Rate Report
The report will appear in the Legacy report list when you
- Select a sub-consolidated or consolidated report level.
- Activate a state jurisdiction in at least one unit.
Estimated Payment Type Datasets Only:
- Tax Provision
- Federal Estimated payment
- AMT Estimator - The report only appears in the reporting menu when the Automation Policies is selected inManage Units > More > Otherpage.
- State Estimated Payment Summary
- Provision Summary