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Help Center  >  Pros  >  Practice Administration  >  Reports & Exports

Professional Editions – Dashboard Reports

To view this report at any time from the Professional Reports page, click Dashboard in the Navigation menu. For help accessing the Professional Reports, see Accessing Professional Reports for detailed instructions.

This report is broken into a couple different parts.

E-Files Over Time

Click Daily, Weekly, or Monthly to view the E-Files Over Time graph by different time periods. You may also click any point in the graph to view e-file details for that point in time.

Report Filters

You can drill down to specific information by using the filter drop-down menus at the top of the screen. You can either use the drop-down to scroll and make your selection or begin typing the name/word in the box.

  1. Once you have made your selection, click the blue Go button to view the filtered report.
  2. Clicking a row in the filtered report displays details for a particular e-file.
  3. Selecting the blank line at the beginning of the drop-down and clicking Go will remove the filter and display the entire list:
    • Client Name: Displays only the submitted e-files for the selected client.
    • Preparer Name: Displays only e-files submitted by the selected preparer
    • E-file Status: Displays only e-files with the specified status. Statuses include accepted, rejected, previously accepted, awaiting acceptance, voided transmission, and refund method unavailable.
    • Returns Per Page: Displays 10, 20, 50, 100, or All returns per page.
    • EFIN Number: Displays only the e-files submitted for the selected EFIN.
    • Return Type: Displays only e-files for the selected return type (1040, 1041, 1065, 1120, 1120-S, 990).
    • Settlement Type: Displays only e-files submitted with the selected settlement types of check, direct deposit, prepaid card, balance due or none.
    • Date Range: Selecting a start and end date displays only e-files submitted during that time frame

Total E-Files

Hover your cursor over the pie chart to see specific number of e-files by status (also shown in the accompanying table). Click a section of the pie chart to bring up the e-file details for each status.

E-Files by EFIN

Hover your cursor over each bar in the E-Files by EFIN to view actual numbers of e-files.

  • Click a bar to view e-file details for a particular EFIN.
  • You may also click an EFIN under the graph to select which EFINs to display in the graph.