Distribution History Reports

Navigate: Tax > Distribution > Reports > Distribution History Reports

Description

Select reports, distributions to include, and criteria to include in the distribution reports before generating them.

Steps

1. On the Print Distribution History Reports screen, enter or select the Schedule Date.

2. Make a selection from the Report Format drop-down list.

3. Select each checkbox in the header area, if desired.

4. In the Reports to Print panel, select the checkbox for each report you want to generate.

5. In the Distributions to Include in Report panel, click Add.

• Select the checkbox for each item you want to include in the report.

• Click Remove on any distribution to remove it from the report.

6. In the Items to Include in Report panel, click Edit to edit.

7. On the Edit Report Criteria screen:

• Click Show Criteria to see more details in the Criteria column.

• Click Hide Criteria to return to normal view.

• Click Finish to return to the Print Distribution History Reports screen.

8. Click Queue Process to submit the reports to the batch queue, which opens the View Batch Process Details screen.

   To view reports, click Information Center > Batch Processes. Click on a process in the grid to open the View Batch Process Details screen. Click on the report to view report details.