Reporting (Basic): Your report list
With TaxDome Reporting, you can manage all your reports in one place. Utilize the search function to access them swiftly, apply tags to filter reports by specific labels and more.
Report list
To view all your saved reports on one page, navigate to Reporting > Reports from the sidebar menu:
On the Reports page, you’ll see the following columns:
- Type: Since it's the report list, Type will always be Report.
- Name: Click the report name to explore it.
- Favorite: Displays whether the report is marked as a favorite. Click the star icon next to the report to mark it as a favorite.
- Tags: Displays any tags associated with the report. Click on a tag to filter the list by that tag.
- Author: Indicates the creator of the report. It can be a team member or TaxDome.
- Last viewed: Indicates the last time you viewed the report.
Sort reports
Click Name, Author or Last viewed and select the sorting direction to sort your reports.
Filter reports
Click the star, Tags and Author column names to filter your reports.
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.
Tag reports
The report list can be filtered using Reporting tags. Currently, we offer four reporting tags:
- Invoices & Payments
- Made by TaxDome
- Time Entries
- 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 the reporting. Thus, 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 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 be also marked as discoverable to be visible to your team members.
