Running the Return Summary Report

KB Article #7758

The Return Summary report displays all available and submitted returns. 

---

To learn more, watch this video:

---

To run the Return Summary report:

1. Click the Reports tab.
   
2. Click Return Summary Report.
   
3. Fill in the search criteria. 
   
   
   1. Click the calendar icon () to specify a date. 
   2. Check the Show Submitted Returns Only to only see returns that were submitted. 
   3. Choose appropriately from the drop-down. 
      
4. As criteria is selected, the Return Summary report will display. 
   
   Details include: 
   • Date & Time return was submitted
   • Number of Lives
   • Total Value
   • Reference number
   • Return Type
   • Who submitted the return
   • Any applicable details

Once the report is generated, you can: 

• Click the icon to download the report as an Excel spreadsheet or CSV file. 
  
• Click the icon to print the report.