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Knowledge Transfer - Technical
ETT Control Modules/Pages
Sunil Prabhu K
Last edited 365 days ago by Subramanian U
ETT control Guide
Modules/Features
Sub Modules/Sub Pages
Description
KT Status
KT Remarks or Action Points
1
Admin Dashboard
User's follow up report
Done
2
Today's user Sign-up report
Done
3
No. of Sign-up report
Done
4
Return count report
Done
5
Registered user with No Business report
Done
6
Return created not paid user report
Done
7
Paid but not transmitted user report
Done
8
Rejected returns report
Done
9
Affiliate's follow-up report
Done
10
Global search
Search the user with Business Name/EIN/Name/Email/Phone no./Return ID
Done
11
User details
Search with any of the user details
Done
12
Access the left side column (Team option and Manager option)
Done
13
Add the call notes against the user details
Done
14
Access the recent returns tab
Done
15
Access the recent orders tab
Done
16
Access the Group tab
Done
17
Access the campaign comments tab
Done
18
Access the user activity tab
Done
19
Access the Discount activity tab
Done
20
PP Users
Access the post paid user page
Done
21
Access the Post Paid Partner Report page
Done
22
Access the Invoice Report page
Done
23
Discount
Access the Discount page
Done
24
Canned Responses
Access the Canned Responses page
25
Access the Category & Sub category page
Done
26
Affiliate/DMV
Access the Affiliates/Partner/Agent List page
Done
27
Access the DMV Access page
Done
28
Partners order
Access the Partner Orders page
Done
29
Groups
Access the user groups page
Done
30
Access the Affiliate groups page
Done
31
Follow-up's list
Access the follow-up's list page
Done
32
Report - Payment Reports
Overall Payment Report
Done
33
Today's Payment Report
Done
34
Monthly Report
Done
35
Yearly Report
Done
36
Monthly Report (Daywise Comparision)
Done
37
Payment Link Invoice Report
Done
38
Report - ExpressGuarantee
Refund/Void Report
Done
39
Yet to Refund Orders
Done
40
Refunded/Voided Orders
Done
41
Report - PostPaid Report
PostPaid Payment Report
Done
42
Todays PostPaid Payment Report
Done
43
Month Wise PostPaid Payment Report
Done
44
Report - SKU Report
Payments SKU Count Report
Done
45
Today Payments SKU Count Report
Done
46
Report - Unlimited Filing Report
Unlimited Tax Filing Season
Done
47
Report - Return Status Report
Rejected But Not Retransmitted
Done
48
Download As CSV
Done
49
Download As PDF
Done
50
Copy Option
Done
51
Print Option
Done
52
Export to Excel Option
Done
53
Download As CSV
Done
54
Download As PDF
Done
55
Copy Option
Done
56
Print Option
Done
57
Export to Excel Option
Done
58
Report - User Status Report
Registered Only User Account
Done
59
Done
60
Return Created Not Paid User
Done
61
Done
62
Signed Up User Activity Report
Done
63
Fradulent Users Report
Done
64
Report - Return Count Report
Return Count Report
Done
65
Report - Drip Marketing
Drip Marketing Email Report
Done
66
Registered But No Business Created
Done
67
Business Created But No Return Created
Done
68
Return Created and Not Transmitted
Done
69
Return Transmitted With EFTPS, Check or Money Order
Done
70
Unsubscribed Users (Mailchimp)
Done
71
EIN Activation Reminder (ExpressGuarantee)
Done
72
Unsubscribed Users Report
Done
73
Spam Marked Users
Done
74
Report - User Input Report
Users Feedback
Done
75
How Did You Find Us Report
Done
76
Report - Postal Mail Reconciliation Report
LPP Postal Mail Reconciliation Report
Done
77
Orders Received
Done
78
Send To LPP
Done
79
Postal Mail Processed by LPP
Done
80
LPP Acknowledgement
Done
81
Report - Upload Status Report
Bulk Upload Back end Report
Done
82
Smart Upload Backend Report
Done
83
Report - Support Activity Log Report
Support Activity Log Report
Done
84
Report - HVUT Payment Report
Upload WF Report Option
Done
85
Export to Excel Option
Done
86
Report - Efile Count Report
Month Wise e-File Count
Done
87
Return Status report
Done
88
Report - Discount Activity Report
Discount Activity Report
Done
89
Report - Affiliate Report
Affiliate Monthly Report (Commission Report)
Done
90
Affiliate Quarterly Report
Done
91
Affiliate Filing Report
Done
92
Affiliate Performance Report
Done
93
Report - Prepaid Credit Discount Report
Prepaid Credit Discount Report
Done
94
Report - New Carriers Report
New Carriers Report
Done
95
Report - Category & Sub Category Report
Category & Sub Category Report
Done
96
Report - Email Notifictaion Report
Email Notification Report
Done
97
Report - Activity Log Report
Refund Rejected Activity Log Report
Done
98
Report - Home site Lead Report
Express Statistics Lead Report
Done
99
Form 2290 Guide Report
Done
100
Help
Manage page help
Done
101
Manage field help
Done
102
TV
Small dashboard
Done
103
Medium dashboard
Done
104
Large dashboard
Done
105
User Search
Admin Co-Browse
Done
106
Admin Co-Edit
Done
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