Authorization By Product
The Authorization By Product report shows the number of authorizations processed for each authorization type within a specified time period. The number of Organizer and Scan authorizations is also included in the report.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings |
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There are no options and settings for this report. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Date | Between | First Day of Current Calendar Year, Today |
Optional Filters | ||
---|---|---|
Available Fields | ||
Cons Corp - Fed |
Exempt Org - Fed |
Part - Fed |
Corp - Fed |
Exempt Org - St |
Part - St |
Corp - St |
Fid - Fed |
Scan |
Date |
Fid - St |
S-Corp - Fed |
Emp Bene Plan |
Ind- Fed |
S-Corp - St |
Estate & Gift - Fed |
Ind - St |
|
Estate & Gift - St |
Org |
|
Grouping | ||
---|---|---|
Available Fields | ||
Date |
||
Org |
||
Scan |
Sorting | ||
---|---|---|
Available Fields | ||
Cons Corp - Fed |
Exempt Org - Fed |
Part - Fed |
Corp - Fed |
Exempt Org - St |
Part - St |
Corp - St |
Fid - Fed |
Scan |
Date |
Fid - St |
S-Corp - Fed |
Emp Bene Plan |
Ind- Fed |
S-Corp - St |
Estate & Gift - Fed |
Ind - St |
|
Estate & Gift - St |
Org |
|
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
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Field | Description |
Date | The date authorizations were processed in order to be applied to returns, organizers, or scans. |
Ind Fed | The number of authorizations processed to apply to Individual federal returns. |
Ind St | The number of authorizations processed to apply to Individual state returns. |
Corp Fed | The number of authorizations processed to apply to Corporation federal returns. |
Corp St | The number of authorizations processed to apply to Corporation state returns. |
Cons Corp Fed | The number of authorizations processed to apply to consolidating units of Corporation or S Corporation federal returns. |
S-Corp Fed | The number of authorizations processed to apply to S Corporation federal returns. |
S-Corp St | The number of authorizations processed to apply to S Corporation state returns. |
Part Fed | The number of authorizations processed to apply to Partnership federal returns. |
Part St | The number of authorizations processed to apply to Partnership state returns. |
Fid Fed | The number of authorizations processed to apply to Fiduciary federal returns. |
Fid St | The number of authorizations processed to apply to Fiduciary state returns. |
Emp Bene Plan Fed | The number of authorizations processed to apply to Employee Benefit Plan federal returns. |
Exempt Org Fed | The number of authorizations processed to apply to Exempt Organization federal returns. |
Exempt Org St | The number of authorizations processed to apply to Exempt Organization state returns. |
Estate & Gift Fed | The number of authorizations processed to apply to Estate & Gift federal returns. |
Estate & Gift St | The number of authorizations processed to apply to Estate & Gift state returns. |
Org | The number of authorizations processed to apply to organizers. |
Scan | The number of authorizations processed to apply to scans. |
Authorization By Project Sample Report