Tax Operations Predefined Reports
Note:
To avoid report errors, you must enter the required parameters.
Table 1-1 Predefined Reports
Report Name | Description | Required Parameters |
---|---|---|
At Risk Tasks |
Displays the tasks that are “at risk” (where remaining time available to complete the task is less than the minimum task duration). |
|
Compliance Analysis |
Displays key compliance metrics by user. |
|
Early Tasks |
Displays the tasks that were completed before the due date, creating an opportunity to shorten close cycles. |
|
Late Tasks |
Displays the tasks that are late for either the Assignee role or for any Approver level role. |
|
Performance Analysis by Organizational Unit |
Displays key performance metrics by Organizational Unit. |
|
Rejected Tasks |
Displays statuses rejected by any approver. |
|
Task Audit Trial |
Displays the changes made to tasks during a user-selected date range. |
|
Users with Late Tasks |
Displays the count of tasks that are late for either the assignee role or for any reviewer level role, grouped by user name. |
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