These reports provide comprehensive information on Tasks undertaken within a firm or Outsourced. The reports help to identify the status of a Task, its eFile Status, Tasks for a specific client/entity, Tasks by date, idle Tasks, time taken to Complete Tasks, the number of days a Task is in a particular Status, budgeted and actual time taken to complete a Task, and assembly and shipping information.
Task Detail Reports
eFile Status
This report provides information on Tasks that are moving through the eFile process across all firm locations. The report helps to monitor the eFile process across all firm locations.
This report is typically used by Administrators and can be run when required by the firm.
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Email Address Responsible Person Tax Signer Tax Reviewer Tax Preparer |
FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer |
Tasks-Detailed
This report provides complete details on Task Status including Tasks which have been idle for a long time and the users responsible for completing the Tasks. From this report section you can filter Task specific information using multiple fields that are available in the Control Sheet.
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Who Has Task Ext Phone Group Name Originating location Current location Responsible Person Tax Signer Tax Reviewer Tax Preparer FN Partner FN Concurring Review FN Manager FN Detail Reviewer Account No Pre Method Difficulty Level Priority Description Tier Type Budget Total Budget Responsible Person
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Budget Tax Signer Budget Tax Reviewer Budget Tax Preparer Budget FN Partner Budget FN Concurring Review Budget FN Manager Budget FN Detail Reviewer Budget FN Preparer Actual Total Actual Responsible Person Actual Tax Signer Actual Tax Reviewer Actual Tax Preparer Actual FN Partner Actual FN Concurring Review Actual FN Manager Actual FN Detail Reviewer Actual FN Preparer ClientLetter Comments Billing Fees Invoice No New Client date |
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The Task Detailed report also displays the custom fields that are associated with the task. |
This report is typically used by Staff and Administrators. The report can be run when required by the firm.
Tasks –Detailed (Expanded)
This report:
•Provides time details for all default roles. The Staffing roles displayed in the report correspond to the roles that have been defined in the Manage Settings and Defaults>Firm Settings.
•Captures most recent information. The report that is generated includes data as of 30 minutes before the report is exported.
•Can be directly exported to Excel. This eliminates the two step−process to first run the report and then download to Excel.
•Generates a warning message when there are large numbers of records that may result in failure to generate the report. In such a case, it is recommended to filter the records further.
If you want to run a smaller report, it is recommended to run the Task Detail Reports >Detailed report as this report executes faster.
•Enables you to directly export a System Wide Custom Report to Excel.
Set the preferred filters. If you wish to view this report for specific staff associated with a default or additional role, set the filters relevant to the staff roles (the filters displayed on the right side of the screen).
You can now:
•Click Export To Excel below Choose Custom Report to download the Detailed (Expanded) report to your computer.
•Click Export To Excel in the same row as a custom report title to download a System Wide Custom Report to your computer.
Search By Status
This report provides information on the current status of each Task, the currently assigned user, and the date the Task was last moved.
Select the relevant filter and click Run Report to view the results.
This report can be run by Administrators when required by the firm.
Search By Client/Entity
This report provides information on current Task Status and also helps to monitor user Statuses and turnaround time.
This report can be run by Administrators when required by the firm.
Search By Date
This report displays the date on when the Task was moved out of No Info In, the current Period End Date, Status, and all Tasks that are in progress.
Outsourced
This report helps to monitor all outsourced Tasks and their turnaround time.
This report can be run by Administrators when required by the firm.
Time Taken to Complete
This report displays the time taken to complete a Task and helps to collect productivity metrics. You can define the report period to view the Tasks in Completed Status using the Completed From Date and Completed To Date filters.
Select the report filter and click Run Report.
Time Taken to Complete report:
•Displays how long (in days) it took to complete a Task.
•Helps to gather productivity metrics.
•Report criteria filters Completed From date and Completed To date define the date range covering when a Task was put into Completed Status.
•Report column Info Received Date lists the date that the Task was moved from No Info In to another workflow step.
•Report column Date Task Completed lists the date that the Task was moved to Completed Status.
•Can be run yearly to track relative progress and provide the average time taken (in days) to move Tasks through the office.
Budget and Actual-Export
This report displays complete information of a Task and allows users to add Budget information and reimport it back to XCM. This report opens in Excel and can only be viewed in Excel.
Click Export to download the report in the Excel format.
Budget and Staff
This report displays complete information of a Task and allows users to add Budget and Staff information and reimport it back to XCM.
Select the relevant filter and click Export to download the report in the Excel format.
Export Actual
This report provides complete information of a Task and allows users to add Actual information and reimport it back to XCM.
Click Export to download the report in the Excel format.
Task Status Aging
This report displays the number of days a Task has been idle (Task Status has not changed).
Select the filters you require and then click Run Report.
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Date Started Date Moved To Current Status Days In Status Responsible Person Tax Signer Tax Reviewer |
Tax Preparer FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Originating Location Current Location |
Combined Assembly and Shipping
This report displays all assembly and shipping information related to a Task.
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Assembly Comments Send To General Assembly Instructions Deliverable Who Delivered Delivery Method Tracking Number Date Delivered |
Del Date Completed Deliverable Status Shipping Comments General Shipping Instructions Delivery Method Mail To Special Instructions |
