Delivered Dashboard

The Delivered dashboard options are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. 

Refresh 

Click the Refresh icon to refresh the page. This is helpful if you have made adjustments and don't see those reflected in real-time.

Column Options

The column display can be edited to suit your needs.

1. Click the Colum Options button.
2. Check the column name to display or do not display the column. 
   • The Recipients column cannot be disabled. 
3. Drag and drop the columns to reorder them.
4. Click Ok to save any changes made. 

Filter Options 

You can apply, save, and clear filters. The filters are searches that can be saved for quick access. 

Type into the column headers or select an option from the column header drop-down to filter documents. 

Click the arrows at the top of the column to sort in ascending/descending order. 

Please note:

The tax year filter is automatically applied to show the current year. 

A. Apply recent filter-The report will update to the last filter used. 

B. Save Current Filter- Save commonly used filters to use in the future. 

C. Clear Filter - Clear all filters currently applied on the report. 

D. Saved Filters.

• Click one of your saved filters to:
  1. Apply filter to the Delivered Report. 
  2. Set it as a default for whenever you visit the Delivered Report section. 
  3. Delete the saved filter. 

Export to Excel 

1. Click the Export To Excel icon to export the items currently appearing on the Delivered Report.
2. An Excel file showing all of the displayed rows/columns is created and downloaded. 

Additional Report Options

You can click certain areas of the Delivered report to see additional information. Any text that is blue can be clicked, as well as any link icon displayed in the report. 

Blue Text

1. Click a Recipient email address. 
2. Review Recipient Details, including who has and has not signed.
3. Click the pencil icon to Edit the recipient email address (only available if the client has not signed). 
4. Click Save to confirm any changes. 

Link Icon

See a list of Names, Client IDs, and Email Addresses associated with this return in the Client Portal. This option also displays items outside of returns, like Extensions or Organizers. 

1. Click the Link icon next to the client's name.
2. Review Connections.

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