Administrator reports provide user details, client/entity details, staffing assignments, outsourced Task details, Tax comparison details for the current and previous year and the Workflow Status of Tasks.
Administrator reports should be run by an Administrator.
Administrator Reports
Recurring Tasks
This report provides detailed information on Recurring Tasks. The information retrieved helps to ensure that recurrence patterns are correct and appropriate for the associated Tasks and that the proper delivery will take place.
This report can be run when required by the firm.
Select the criteria using the filter and click Run Report.
User Details
This report displays user rights assigned to each user and the default view (My View page) selected by each user.
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Other Available Columns
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Department Group Niche Group Industry Group Expertise Group Belongto Group Active PartTime Employee PartTime Days PartTime Hours PartTime Start Date PartTime EndDate Phone Number Email ID Years of Experience Primary Role Secondary Role Access Billing Report Access Reports Access to New XCM Add Firm Specific Deliverables CAL-View All & Cannot Schedule Jobs CAL My Clients-Full Rights CAL My Clients-Read Only CAL Scheduler-Full Rights Create Extensions |
Create New Tasks Create Recurring Tasks Delete Deliverables In Task Delete/Restore Deliverables Delete/Undelete CheckLists Do Not Roll Over Enable Access to XCM mobile application Enable Budget Add/Edit Enable Checklist Modification Enable Default CheckList Enable Scheduler Tab & Reassign in Scheduler Global User Manage Bulk User Groups And User Rights Manage CAL Scheduler Email Settings Manage CheckLists (Firm Wide) Manage Clients Manage Deleted Tasks and Purge Data Manage Email Alerts (Firm Wide) Manage Extensions Manage Firm Level Reports Manage Firm Settings (Firm Wide) |
Manage Import (Firm Wide) Manage Integration Services Manage Map Workflows Manage Portal Manage Shipping Manage SignOff (Firm Wide) Manage Staff Assignments Manage Status (Firm Wide) Manage Task List (Firm Wide) Manage Users Outsource Coordinator Override And Move Tasks Out Of Completed Status RAS - My Assignments - Read Only RAS - My Clients - Reassign RAS - View All & Cannot Reassign RAS Scheduler - Full Rights Reports For Due Date Monitor (This Location) Save Search Filter at Branch Level Save Search Filter at Firm Level Set Required SignOffs (Task Level) |
This report can be run pre-season and when required by the firm.
Staffing Assignments
This report shows all staffing assignments. This report enables to review and monitor user responsibilities and thus helps to manage effective resource allocation.
This report can be run pre-season and when required by the firm.
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FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Location |
Client/Entity Details
This report lists all active and inactive clients/entities and helps to verify client/entity data.
Select the desired filter and click Run Report.
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Group Number Responsible Person Tax Reviewer Tax Signer Tax Preparer FN Partner |
FN Concurring Review FN Manager FN Preparer FN Detail Reviewer Fiscal Year |
Group Details
This report provides detailed information about Groups and Client membership.
Select the required filter and click Run Report.
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Group status Responsible Person Tax Reviewer Tax Signer FN Partner Tax Preparer |
FN Manager FN Concurring Review FN Preparer FN Detail Reviewer Period Enddate |
Outsource Billing
The Access Billing Report user right is required to run this report. The report displays all Outsourced Tasks and associated fees.
This report can be run when required by the firm.
Select the criteria using the filter and click Run Report.
Yearly Tax Comparison Report
This report provides a comparison of the Tax history of the current and previous year.
Select the relevant filter and click Run Report.
Workflow Status Mapping
This report displays the detailed workflow status of a Task.
Select the Tax Category and Type of Task from the drop-down list and click Run Report to view the workflow status of the selected Task.
