Online Program > Creating/Running a Custom Report

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria. You can run custom reports that you have already created without having to re-enter the display fields and search parameters.

NOTE: Logins with Non Transmitting Preparer, Preparer/Login, and Reception access will not be able to create new custom reports. A login with Non Transmitting Preparer access will not be able to view reports.

Follow the instructions below to successfully create a new Custom Report:

1. Click the  next to Reporting.
2. Click Custom Reports.
3. Click New Report+.
4. Under Available Display Fields, select what information you'd want to display on the report.
5. Under Available Search Fields, select what you'd like to filter by.
6. Click Create Report.

Follow the instructions below to successfully run a Custom Report:

1. Click the  next to Reporting.
2. Click Custom Reports.
3. Click Run Report by the name of the Custom Report you would like to run.

After creating or running a custom report the report will then be generated and you will have three (3) options at the top of the report:

• Save as Template: clicking this will prompt you to enter a name for the new report, which will appear in Custom Reports.
• Export as CSV: clicking this will save the report as a CSV file in your Downloads folder. The file is automatically named folder as “[Title of the report]_Report.csv”. For example: the “Rejected Returns” Quick Report would be saved as “Rejected_Returns_Report.csv” in the Downloads folder.
• Close: clicking this will close the Report and take you back to Custom Reports.

Clicking on any of the records in the report will open the associated return and close the report.

Back on the Custom Reports page, the Run Last Report button re-runs the most recently run report of the session.