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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]] |