XCM recommends the following schedules as a best practice to run the reports initially. However, as your firm gains experience working with various kinds of reports, the firm can decide their own report schedules on when and who should run the report to gather accurate information.
|
Report |
Recommended Frequency |
Recommended Users |
|
Issues & Points-Open |
Bi-Weekly |
Managers, Partners, Staff |
|
Issues & Points-All |
As needed by firm |
Managers, Partners, Staff |
|
CheckList Status |
Bi-Weekly |
Managers, Partners, Staff |
|
CheckList Details |
|
|
|
My Clients/Entities-Tasks |
Bi-weekly |
Managers, Partners, Staff |
|
Tasks I Moved |
As needed by firm |
Managers, Partners, Staff |
|
Summary |
Weekly |
Administrator |
|
By Deliverable |
As needed by firm |
Administrator |
|
Extension |
|
|
|
By Deliverable Distributable Format |
As needed by firm |
Administrator |
|
Summary–Distributable Format |
|
|
|
Billing-Due Date Summary with Deliverable Count |
|
|
|
eFile Status |
As needed by firm |
Administrator |
|
Detailed |
As needed by firm |
Administrator |
|
Detailed (Expanded) |
As needed by firm |
Administrator |
|
Search By Status |
As needed by firm |
Administrator |
|
Search By Client/Entity |
As needed by firm |
Administrator |
|
Search By Date |
As needed by firm |
Administrator |
|
Outsourced |
As needed by firm |
Administrator |
|
Time Taken To Complete |
As needed by firm |
Administrator |
|
Budget & Actual |
|
|
|
Budget & Staff |
|
|
|
Export Actual |
|
|
|
Task Status Aging |
|
|
|
Combined Assembly and Shipping |
|
|
|
Engagement Summary |
As needed by firm |
Administrator |
|
Engagement Dates |
As needed by firm |
Administrator |
|
Engagement details |
As needed by firm |
Administrator |
|
SignOffs |
As needed by firm |
Administrator |
|
SignOffs By Date |
As needed by firm |
Administrator |
|
User Workload |
Weekly |
Administrator |
|
Budgeting |
|
|
|
Tasks By Task Type |
Daily |
Administrator |
|
Tasks By Status |
As needed by firm or Weekly |
Administrator |
|
Recurring Tasks |
As needed by firm |
Administrator |
|
User Details |
Pre-season and As needed by firm |
Administrator |
|
Staffing Assignments |
Pre-season and As needed by firm |
Administrator |
|
Client/Entity Details |
Pre-season |
Administrator |
|
Outsource Billing |
As needed by firm |
Administrator |
|
Yearly Tax Comparison Report |
|
|
|
Workflow Status Mapping |
|
|
|
Portal Activity |
|
|