Sign Off Summary Report

There are three parts to the Global Access Sign-off Summary Report to review the users status: the Overview, detail (by unit), and detail (by status). To view the report, administrators must configure it in ONESOURCE Tax Provision Administration. Within the System folder, choose Manage Configurations and then the Global Access tab. Select the option Display User Status Report to view the  Sign-off Summary Report.

•The Overview report shows the overall status of the provision calculation: how many units are inactive, how many are prepared, 1st level reviewed and 2nd level reviewed.

Note: In order to view this report with review levels (1st and 2nd reviewed) the UserAdminComponentTypes parameter must be activated with a value of 61,62,63.

 

•The Detail (by Unit) report shows the status of the provision on a unit-by-unit basis. It also shows the current users for each unit who have committed their work.

 

 

•The Detail (by Status) report shows the Sorted by Status view. It also shows the current users for each unit who have committed their work.

Note: In order to view the User Name, User Phone, and User E-mail, columns the UsersExtended parameter must be activated with a value of 1.