Work with Reports list

This article covers how to search, filter, sort, and manage your reports list. To work with an individual report, refer to the corresponding article .

To view all saved reports, go to Reporting > Reports from the sidebar menu.

Work with the list

The Reports page lets you manage your reports list by searching, filtering, sorting, and tagging to find the reports you need.

Use the options below to get the most out of your reports list.

Search reports

To find a specific report, type a keyword, such as a report name, in the search field. Delete the keyword to view all reports again.

Filter reports

Click the star, Tags and Author column names to filter your reports.

Sort reports

Click Name, Author or Last viewed and select the sorting direction to sort your reports.

Tag reports

The report list can be filtered using Reporting tags. Currently, we offer four reporting tags: Invoices & Payments, Made by TaxDome, Time Entries, and Workflow.

Note

Reporting tags are different from the common tags used in all other parts of TaxDome. You cannot create or edit them.

To tag a report, select the checkbox to its left, click Edit tags and enter tags from the list. Then, click Save.

To delete a tag from a report, select the checkbox to its left, then click Edit tags and click X on the tags you want to remove.

Add to favorites

When you have a big team, you can have different approaches to reporting. You can mark the reports you use frequently as favorites. Each team member has their own list of favorites.

To add the report to favorites, click the star icon to the right of its name. Click the star icon once again if you need to remove the report from favorites.

Share reports

To share your reports with team members:

1. Select the needed reports from the list and click Share, or click Share to the right of the report.

2. Enter the name or email address of the user or group name to share the report with.

3. If needed, send a notification and add a message to it along with sharing.

4. Set the Can view or Can edit access rights for the report.

5. Click Share to send an email with the link. If you share a single report, click Copy link to get the direct link to the report.

Note

The creator and editor must enable data access to worksheets of the shared reports. Reports should also be marked as discoverable to be visible to your team members.

Note

If a team member doesn’t appear in the Share dropdown, they may not have visited the Reporting page yet. Ask them to go to Reporting in TaxDome at least once—this activates their account in the reporting system and makes them available to share reports with.

Reference: Reports list columns

Share

Link copied