Summary reports are used to monitor and assess Staff workload and responsibilities. The reports provide details of the workload and budgeted hours of each user, as well as Task progress by Task Type and Status.
Summary Reports
User Workload
This report shows the workload and the budgeted hours of each XCM user, sorted by Task status. This enables monitoring and balancing of staff responsibilities.
|
|
eFile-To Be Transmitted eFile-Awaiting Government Acceptance Completed Preparation Questions Posted Review NLC |
To Be Scanned Unassigned Awaiting Review Open Review Points Assigned Checklist Item To Be eFiled Closed Review Points |
Budgeting
This report displays the budgeted hours of each user sorted by User Name.
Select the relevant filter and click Run Report to view the budgeting details.
Task By Task Type
This report helps to track the number of Tasks that have not started, that are in process, and that have been completed.
The report helps to prevent bottlenecks in the workflow, monitor both in-house and Outsourced Tasks, compile and save reports on a yearly basis for later reference, and compare Tax details for the current and previous years to estimate progress and efficiency.
Select the criteria using the filter and click Run Report to view the Status of in-house and Outsourced Tasks.
Tasks By Status
This report displays the total number of Tasks by Status and provides the average and maximum number of days a Task has remained in each Status.
