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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
provides basic information about your formset in the current formset.
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.
(888) 255-3815 ext.1