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 |
|---|
| 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 | |
|---|---|
| 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
