KampData Knowledge Base

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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]].

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[[dynamiczip:faq:Frequently Asked Questions]]