How to print reports in KIS Desktop

The objective of this article is to walk you through on how to print reports.

From your main screen click on the 6^th icon from the top to bottom on the left-hand side labeled REPORTS.

You will see 7 icon across the top of the screen CLIENT DATA, E-FILE DATA, BANK DATA, REVENUE SUMMARY, OFFICE REVENUE, RETENTION REPORT and QUICK CLIENT DATA.

CLIENT DATA

You can select what type of Client Data Report you want to run by selecting the report from the Category drop box.
You can base the report on particular information by choosing a specific topic from the Based On drop down box.
You can narrow the report by selecting the type of Return Result from either Refund, Balance Due or Zero Due, and the type of Return Complete or Incomplete Returns.
You can sort your reports by SSN, Zip Code or Phone Number.
Now you can click on the MAKE REPORT blue button and create your report.
You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT.

E-FILE DATA

You can select what type of E-File Data Report you want to run by selecting the report from the Category drop box.
You can base the report on particular information by choosing a specific topic from the Based On drop down box.
You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
Now you can click on the MAKE REPORT blue button and create your report.
You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT

REVENUE SUMMARY

For a Revenue Report, you can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner next to PRINT THIS REPORT.

OFFICE REVENUE

You can select what type of Office Revenue Report you want to run by selecting the report from the Category drop box.
You can base the report on particular information by choosing a specific topic from the Based On drop down box.
You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
Now you can click on the MAKE REPORT blue button and create your report.
You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

RETENTION REPORT

First you must set the prior year path by clicking on the CHOOSE PATH button and selecting the folder for your prior year software.
You can select the type of Retention Report you want to create by selecting from the drop box next to REPORT TYPE.
You can select the time frame under REPORT DATE RANGE from today, month, year or period.
You can choose to sort your report by the options on the drop box next to SORT BY.
Once you have selected each option you can click MAKE REPORT.
You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

QUICK CLIENT DATA

Select how you would like to group your report from the GROUP BY drop box.
Then select the search criteria from the SEARCH BY drop box.
Enter the search words or numbers you want to search for on the VALUE box.
Once you have selected each option you can click MAKE REPORT.
You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

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