Companies & Employees Reports
The software offers users a unique way to keep a record of year-end filings by transferring all data from the forms to comprehensive reports. There are four types of reports available:
Master Database Report: view ALL Companies and Employees in two separate lists.
Companies/Employee Report: view Companies and Employees setup directly under them.
Summary Report: review form information by form type and employee for either ALL companies or a selected company.
Note: You will not be able to export your data to a excel file
How to Run a Master Database Report:
1) Select Reports from the menu bar then select Run Companies & Employees Reports.
2) Select Master Database Report from the Select Report to Run drop-down menu.
3) Select how you would like to sort both companies & employees from the Sort Report by drop-down menu.
Note: Sorting companies & employees is optional.
4) Click View/Print to create the report and print to a pdf
5). Select the percentage to size the report