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This Tutorial guides you through different scenarios of running the report and the options needed. For further detail on this report please see either the Workflow Report Quick Guide or Workflow Report Help screen.
Scenario One - A quick guide using the Personal Tax return job to quickly get a report out showing the latest stage marked.
Scenario Two - For the Personal Tax job we will show the report that will show all checklists that have been sent out but not yet returned.
Scenario Three - Using the Accounts Job we will run for all accounts completed but not yet filed at Companies House
Scenario Four - All Partnership Tax returns to see which jobs have been created but not yet started.
Answer to Scenario One
Open up the Workflow report by right-clicking on the Pm icon and select Workflow report.
On the Options select the Personal Tax Job Type. This will then show the stages in the main white box.
If you want details of the stages to appear on your report then left-click to select the appropriate ones.
To simplify things ensure that the Order tab has only Client ID selected and that the Selection tab has no limitations (but the type of client tick boxes are all ticked).
Finally the Columns tab details additional information like the partner assigned to the client, or the current job status.
Select the Personal Tax job on the Options tab.
Tick the stages which indicate the checklist sent out and checklist received.
In the Status From and To field select the stage checklist sent out. This will ensure that the client being looked at has had the checklist sent out AND not returned
On the Selection tab ensure that Personal clients is selected.
Select the Accounts job on the Options tab.
Tick the stages from Accounts completed to Accounts filed at Companies house.
Click More and enter the status From and To select the Accounts completed in the From field and the stage before the Accounts filed at Companies house
On the Selection tab ensure that all businesses are selected.
Select the Partnership tax returns job on the Options tab.
Tick the first couple of stages.
In the status From and To field, leave the From field blank and select the To field to be stage 1. This will look for jobs created against a client but have not had any stages completed yet.
Ensure that Partnerships is selected on the Selection tab.