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Navigate to the Work In Progress (WIP).
Choose Select a Return.
Select the Extended button from the menu items.
Highlight and add any available display fields.
Optional: Highlight and add any available search fields. This serves as a filter for your display fields.
The example below would only show returns that have Completed Remote Signatures.
Select the Save button when you are satisfied with your selection(s).
Give your report a unique name.
Select OK to save.
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To add your custom report to the Work In Progress for instant access please refer to Adding Reports To Quick Reports List (WIP). |
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Need more help? Watch our quick video below…
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