Generating Reports

You can use the 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 I want to generate a report.

   The assistant displays the available report module options.

   
   
   
   
   
2. Select the report module. In this example, 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 parameters from each drop-down list and then click Generate Report.

   If you want to receive an email with the generated report, you can provide your email ID.

   
   
   
   
   
6. To view the status of your report, click Check the status of report 100000000022335.
   
   
   
   
7. Click the link in the assistant to download the report.