Review Transcripts Reports
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
1. Click Files on the global navigation bar.2. Choose Transcripts on the slide-in panel.3. Click on the transcript you wish to view. 4. Click Reports in the left column. 5. Click on a report you wish to view. Options include:6. On the Reports page, click the Download icon to download the selected report.7. Click the Print icon to print the report.The Reports view allows you to quickly look at the information contained in transcripts through a series of easy-to-read reports. This process can only be completed after pulling a client’s transcript. For more information on pulling a transcript, refer to the Pull a Client Transcript article.
Roles/permissions:
- Roles: Any
- Permissions: Transcripts
1. Click Files on the global navigation bar.
2. Choose Transcripts on the slide-in panel.
3. Click on the transcript you wish to view.
4. Click Reports in the left column.
5. Click on a report you wish to view. Options include:
- Account Overview, CSED Calculations, Account Transactions, Penalties and Interest, Notices Overview, and Tolling Events.
6. On the Reports page, click the Download icon to download the selected report.
7. Click the Print icon to print the report.
