Site administrators can choose which reports they want have access to in their site by using report customization. The appropriate permissions must be configured in a user's security role and permissions to allow access to report customization options.
Caution: Once you begin report customization, the reports available for your site cannot be reset to default. Reports will have to be manually removed or added, as necessary.
To Access Report Customization:
- Login to the site.
- From the Welcome Page, select Configuration.
- Select Report Customization.
To Customize Your Reports:
1. To view a full list of available reports, select the Report type (Lookup) box and press the down arrow key. If you know the name of the report you wish to add, begin typing the name of the report in the Report Type (Lookup) box.
2. A drop-down list appears as you type, containing a list of reports matching your search.
3. Select the report you wish to add from the list.
4. The report is added to your list of Selected Report Type(s). These reports are the ones you will see listed in your office report list.
5. To remove a report from the list, select the x on the right-hand side.
Note: This is an article on using the TaxSlayer software. It is not intended as tax advice. For additional information, refer to the Pro Online User Guide found on the VITA Springboard.