Generating Reports for Tax Reporting or Financial Consolidation and Close

You can use the EPM Digital Assistant to generate Tax Manager and Supplemental Data reports, including custom reports.

Provide the report group, report name, and the parameters required to run the report. The parameters required depend on the report being generated.

Downloaded reports can be shared with other users through Slack or Microsoft Teams. This ensures that generated reports are available even when you are not connected to the assistant.

1. Open the Digital Assistant and enter Generate Tax Reporting report or Generate FCC report.

   The assistant displays the available report module options.

   
   
   
   
   
2. Select the report module.

   In this example, we generate a Task Manager report.

3. Select the report group.

   In this example, select Task Manager. The available reports are displayed.

4. Select the report that you want to generate. In this example, select Late Tasks.
   
   
5. Select the report format. The available options are PDF, CSV, CSV2, XLSX, and HTML.
6. Specify the input parameters required to run the report. The number of parameters depend on the report selected.

   In this example, select May 2022 as the value for Schedule.

   
   
   
7. Specify if you want to receive an email with the generated report by selecting Yes or No to the question Do you want to send an email?.

   The report generation job is submitted.
   
   

8. To view the status of your report, click Check the status of report 100000000017886.
   
   
9. Click the link in the assistant to download the report.