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Actions Report
The Actions Report tracks actions such as when filings are locked, unlocked, amended, and e-filed. Each listed action includes the related jurisdiction and return, which user performed the action, and a time and date stamp.
The Actions Report tracks and records:
- when filings are locked and/or unlocked
- when filings are amended
- successful and failed efile submissions
- e-file submission IDs (if applicable)
- when a jurisdiction or return is deactivated
- changes to the preparer statuses of returns
- changes to company and jurisdiction options
- when user defined entry templates in Calendar have been deleted along with whether or not any changes have been made to their rollover status
- changes to the severity of an audit
- the person who archived the older years of Enterprise and where they saved the archive file
Tip: Using filters on this report can assist in narrowing down the specific actions you would like to view. See Sorting and Filtering Reports for more information.
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