5 Year-End Forms Reports
Year-End Forms supports three types of reports:
1) User Activity Reports
2) Change Reports
3) Formset Reports
To access reports, click ‘My Reports’ from the task-driven or classic views.
5.1 User Activity Reports
5.1.1 Employees who have consented to not receive a paper copy of their form
This report will
provide you a list of employees who have consented to receive their form
electronically through GreenEmployee.com. You will have no obligation to send a
paper copy to these recipients. There is an Excel version of this report if you
would like to retain a local copy.
5.1.2 Employees who must still receive a paper copy of their form
This report
provides a list of employees who have not consented to review their form electronically
through GreenEmployee.com and must still receive a paper copy. An Excel version
of this report is available. This report may be helpful when determining which
forms to distribute.
5.1.3 Employees who have viewed their form
This is a report of
which employees viewed their form electronically through GreenEmployee.com and
when they viewed it. If a recipient viewed their form more than once, a
separate entry is recorded for each view.
5.1.4 Employees who have edited their form
If you enabled
employees to edit certain fields on their form, this
report provides a record of when edits were made and by whom. For further
information on changes made, see the ‘Change made to forms’ report.
5.1.5 Administrator activity log
This report
provides a record of all administrator actions taken within the current
formset. This will include entries for form edits, form prints, mail services
orders, e-filing, and other activities. This report is searchable and available
as an Excel file.
5.2 Change Reports
5.2.1 Changes made to forms
This report
provides a comprehensive record of all changes made to recipients’ forms. This
includes edits made by administrators and edits made by the recipient. You can
also show only changes requiring approvals. This will list the changes made by
your recipients and allow you to approve or reject them.
5.3 Formset Reports
5.3.1 Overall totals for your forms
This report will
provide you the totals for your current formset. This will include the number
of forms and the corresponding amounts for various boxes on the forms. An Excel
download is available for this report if you would like to retain a local copy.
5.3.2 How forms were issued
This report provides
a list of your recipients, along with the first date (if any) that they
received their form, either through an online consent, being downloaded in a
batch that an administrator printed and delivered, or being present in a mail
batch submitted through Year-End Forms. Recipients who have not received their
form will not be included in this report.
5.3.3 All form data
This report
provides an Excel file will all the forms you currently are managing inside
this formset. The Excel file will be in the same format as the Excel template
used to import forms of this type. This report may be used to archive your data
and store locally.
5.3.4 Basic formset info
This report
provides basic information about your formset in the current formset.
5.3.5 User email addresses
This report provides a record of all employees who have email addresses in the system with their corresponding email address. This report is available as an Excel file as well if you wish to email the employees yourself.
For additional support please contact us.
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