Tools
Rss Categories

How do I generate a report that shows all data I have entered?

Views: 2253 Created: 2014-07-11 10:41 Last Updated: 2017-04-12 11:31

SYMPTOM

I would like to print a report that shows all the data I entered.  How can I do this?

SOLUTION

The detail report is available to view in your account by selecting the Detail Report button in the Forms in Progress section.  The detail report provides a breakdown of every form currently entered for that payer.  This report is a .CSV formatted Excel spreadsheet that will separate each form in your cart by form type.

The information displayed will include:

  • Totals for each form type
  • Box by box entries for each form
  • Recipient information for each form

If you wish to view or print a detail report after the checkout process is complete, please follow these steps:

  1. Log in to your Yearli account.
  2. Click on Form Filing History.
  3. Select the Print Forms & Receipt printer icon next to the batch of forms that you'd like to print the detail report for.
  4. Check each form you would like included on the report.
  5. Click Next.
  6. Check the box next to Detail Report.
  7. Select the Download button to print or save the report.

APPLIES TO

  • Yearli Core
  • Yearli Performance