Summary

The Comments report provides a filtered listing of comments associated with BT businesses. The report will display the Comment Code, Comment, Tax Type, Created Date, Closed Date, Business Number, Business Name, and Business Status for each comment included in the report.

Comments are added to business records on the Comments tab of the Business Maintenance window.

Step by Step

1     Open the Comments Report (BT> Reports> Comments).

2     Configure the report.

• The Comment Code field is used to filter the comments by comment code. Check the toggles next to the comment codes you would like to include on the report. By default, all comment codes are selected.
  • Comment codes are created and maintained on the Comment Code Maintenance window (BT> Maintenance> Comment Code).
• The Tax Types field is used to filter the comments by tax type. Check the toggles next to the tax types you would like to include on the report. By default, all tax types are selected. 
  • Tax types are used to group taxes together into logical associations such as Payroll or Gross Receipts. Tax Types are created and maintained on the Tax Type Maintenance window (BT> Maintenance> Tax Type).
• The Status field is used to filter the comments by status. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status).
• Use the Created Date From and Created Date To fields to filter the comments included in the report by the date those comments were created.
• Use the Closed Date From and Closed Date To fields to filter the comments included in the report by the date those comments were closed.
• The Businesses field is used to add individual businesses to the report.
  • Click the Create icon to choose a business from the Business Selection window. Highlight the business you would like to add to the report and click the Confirm icon to return to the Comments report window.
  • Adding individual businesses to the Businesses field overrides all other report filters. If you use the businesses field to add businesses to the report, only the comments associated with those businesses will be included.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).