dynamiczip:faq:use_dynamiczip_report_wizard_faq
no way to compare when less than two revisions
Differences
This shows you the differences between two versions of the page.
— | dynamiczip:faq:use_dynamiczip_report_wizard_faq [2015/03/06 00:13] (current) – created - external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ======How do I use the DynamicZip Report Wizard? | ||
+ | The [[dynamiczip: | ||
+ | |||
+ | ====Create Report For==== | ||
+ | |||
+ | The DynamicZip Report Wizard now includes predefined reports for all states with a sales tax. You can select a state or select N/A (manual). | ||
+ | |||
+ | ====Sales or Purchases==== | ||
+ | |||
+ | If your report is for sales tax select Sales, otherwise select Purchases. | ||
+ | |||
+ | ====Tax Source (Transaction Type Purchases)==== | ||
+ | |||
+ | There are 3 choices to select from: | ||
+ | * Billed for a report of taxes billed by vendor | ||
+ | * Accrued for a report of taxes accrued by DynamicZip | ||
+ | * Net for a report of taxes payable to an administrator | ||
+ | |||
+ | ====Format Output For==== | ||
+ | |||
+ | **Standard: | ||
+ | |||
+ | **Spreadsheet: | ||
+ | |||
+ | ====Group Tax Amounts By==== | ||
+ | |||
+ | **Tax Detail:** With this selection, the total tax amount of a document can be broken down further, for example, by how much of that tax is city, county, or state (i.e. by tax detail). | ||
+ | |||
+ | **Document: | ||
+ | |||
+ | ====Primary Sort Order==== | ||
+ | |||
+ | Select your sort order here. This selection determines the sort order and what additional information and totals will appear on the report. Administrator works well for reports that require a breakdown by authority. Jurisdiction is a good choice if you don't require the breakdown. | ||
+ | |||
+ | ====Level of Detail==== | ||
+ | |||
+ | * Select Summarize for a report showing only the totals for each sort (for example, if you are sorting by Jurisdiction, | ||
+ | * Select detail if you want to see the individual components from which the report totals are calculated. | ||
+ | |||
+ | ====Report Option Name==== | ||
+ | |||
+ | This is the name that will appear in the [[dynamiczip: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | [[dynamiczip: |
dynamiczip/faq/use_dynamiczip_report_wizard_faq.txt · Last modified: 2015/03/06 00:13 by 127.0.0.1