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dynamiczip:faq:use_dynamiczip_report_wizard_faq

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dynamiczip:faq:use_dynamiczip_report_wizard_faq [2015/03/06 00:13] (current)
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 +======How do I use the DynamicZip Report Wizard?​======
  
 +The [[dynamiczip:​windows:​report_wizard|DynamicZip™ Report Wizard]] will assist you in creating new report options.
 +
 +====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:​** The standard report format prints a normal report with headers, footers, and totals. As with other reports, you can print to the printer, screen, or to a file.
 +
 +**Spreadsheet:​** The only output option for the spreadsheet report format is to file. The advantage of this format is that it provides a quick and clean method to open your Great Plains sales tax information in a spreadsheet program such as Microsoft® Excel. Please see [[dynamiczip:​reports:​option_d_tax_report|Sales Tax – Option D]] for more information.
 +
 +====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:​** With this selection, the total tax amount of a document will not be broken down further. Please see [[dynamiczip:​reports:​option_b_tax_report|Sales Tax – Option B]] for more information.
 +
 +====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,​ you will get a total for each 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:​windows:​dz_report_options_window|DZ Report options scrolling window]].
 +
 +----
 +
 +[[dynamiczip:​faq:​Frequently Asked Questions]] ​
dynamiczip/faq/use_dynamiczip_report_wizard_faq.txt · Last modified: 2015/03/06 00:13 (external edit)