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ETT Control Role Base Report Access

Subramanian U
Last edited 423 days ago by Subramanian U

ETT Control Role Base Restriction in Report Access
S. No
Reports
Sub Reports
Team
Manager
Admin
1
1
Payment Reports
Overall Payment Report
​
​
Admin
2
2
Payment Reports
Today's Payment Report
​
​
Admin
3
3
Payment Reports
Monthly Report
​
​
Admin
4
4
Payment Reports
Yearly Report
​
​
Admin
5
5
Payment Reports
Monthly Report (Daywise Comparision)
​
​
Admin
6
6
Payment Reports
Payment Link Invoice Report
​
Manager
Admin
7
7
Payment Reports
Check payment Report
​
Manager
Admin
8
8
ExpressGuarantee
Refund/Void Report
​
Manager
Admin
9
9
ExpressGuarantee
Yet to Refund Orders
​
Manager
Admin
10
10
ExpressGuarantee
Refunded/Voided Orders
​
Manager
Admin
11
11
PostPaid Report
PostPaid Payment Report
​
​
Admin
12
12
PostPaid Report
Todays PostPaid Payment Report
​
​
Admin
13
13
PostPaid Report
Month Wise PostPaid Payment Report
​
​
Admin
14
14
SKU Report
Payments SKU Count Report
​
​
Admin
15
15
SKU Report
Today Payments SKU Count Report
​
​
Admin
16
16
Unlimited Filing Report
Unlimited Tax Filing Season
​
​
Admin
17
17
Return Status Report
Rejected But Not Retransmitted
Team
Manager
Admin
18
18
Return Status Report
Download As CSV
Team
Manager
Admin
19
19
Return Status Report
Download As PDF
Team
Manager
Admin
20
20
Return Status Report
Copy Option
Team
Manager
Admin
21
21
Return Status Report
Print Option
Team
Manager
Admin
22
22
Return Status Report
Export to Excel Option
Team
Manager
Admin
23
​
Return Status Report
Download As CSV
Team
Manager
Admin
24
​
Return Status Report
Download As PDF
Team
Manager
Admin
25
​
Return Status Report
Copy Option
Team
Manager
Admin
26
​
Return Status Report
Print Option
Team
Manager
Admin
27
​
Return Status Report
Export to Excel Option
Team
Manager
Admin
28
23
User Status Report
Registered Only User Account
Team
Manager
Admin
29
​
User Status Report
Registered Only User Account
Team
Manager
Admin
30
24
User Status Report
Return Created Not Paid User
Team
Manager
Admin
31
​
User Status Report
Return Created Not Paid User
Team
Manager
Admin
32
25
User Status Report
Signed Up User Activity Report
Team
Manager
Admin
33
26
User Status Report
Fradulent Users Report
Team
Manager
Admin
34
27
Return Count Report
Return Count Report
Team
Manager
Admin
35
28
Return Count Report
Return Count Report (State Wise Break Down)
​
Manager
Admin
36
29
Drip Marketing
Drip Marketing Email Report
Team
Manager
Admin
37
30
Drip Marketing
Registered But No Business Created
Team
Manager
Admin
38
31
Drip Marketing
Business Created But No Return Created
Team
Manager
Admin
39
32
Drip Marketing
Return Created and Not Transmitted
Team
Manager
Admin
40
33
Drip Marketing
Return Transmitted With EFTPS, Check or Money Order
Team
Manager
Admin
41
34
Drip Marketing
Unsubscribed Users (Mailchimp)
Team
Manager
Admin
42
35
Drip Marketing
EIN Activation Reminder (ExpressGuarantee)
Team
Manager
Admin
43
36
Drip Marketing
Unsubscribed Users Report
Team
Manager
Admin
44
37
Drip Marketing
Spam Marked Users
Team
Manager
Admin
45
38
User Input Report
User Records Report
Team
Manager
Admin
46
39
User Input Report
Users Feedback
Team
Manager
Admin
47
40
User Input Report
How Did You Find Us Report
Team
Manager
Admin
48
41
User Input Report
Pricing Concern Report
Team
Manager
Admin
49
42
Postal Mail Reconciliation Report
LPP Postal Mail Reconciliation Report
Team
Manager
Admin
50
43
Postal Mail Reconciliation Report
Orders Received
​
Manager
Admin
51
44
Postal Mail Reconciliation Report
Send To LPP
​
Manager
Admin
52
45
Postal Mail Reconciliation Report
Postal Mail Processed by LPP
​
Manager
Admin
53
46
Postal Mail Reconciliation Report
LPP Acknowledgement
​
Manager
Admin
54
47
Upload Status Report
Bulk Upload Back end Report
Team
Manager
Admin
55
48
Upload Status Report
Smart Upload Backend Report
Team
Manager
Admin
56
49
Support Activity Log Report
Support Activity Log Report
​
Manager
Admin
57
50
HVUT Payment Report
Upload WF Report Option
​
Manager
Admin
58
51
HVUT Payment Report
Export to Excel Option
​
Manager
Admin
59
52
Efile Count Report
Month Wise e-File Count
​
Manager
Admin
60
53
Dollar Credits
Dollar Credits Report
​
Manager
Admin
61
54
Discount Activity Report
Discount Activity Report
​
Manager
Admin
62
55
Affiliate Report
Affiliate Monthly Report (Commission Report)
​
Manager
Admin
63
56
Affiliate Report
Affiliate Quarterly Report
​
Manager
Admin
64
57
Affiliate Report
Affiliate Filing Report
​
Manager
Admin
65
58
Affiliate Report
Affiliate Performance Report
​
Manager
Admin
66
59
DMV Report
DMV Reports
​
Manager
Admin
67
60
Prepaid Credit Discount Report
Prepaid Credit Discount Report
​
Manager
Admin
68
61
New Carriers Report
New Carriers Report
​
Manager
Admin
69
62
Category & Sub Category Report
Category & Sub Category Report
Team
Manager
Admin
70
63
Email Notifictaion Report
Email Notification Report
Team
Manager
Admin
71
64
Activity Log Report
Refund Rejected Activity Log Report
Team
Manager
Admin
72
65
Home site Lead Report
Express Statistics Lead Report
Team
Manager
Admin
73
66
Home site Lead Report
Form 2290 Guide Report
Team
Manager
Admin
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