Plan listing reports summarize various details about your plans, including your clients' contact information, the plans assigned to each preparer, the location and accessibility of plan data, and more.
- If a plan is open, close the plan.
- Choose Reports > Print Plan Listings.
-
In the Plan Listing Reports dialog, select one or more plans to include in the report. To do so, highlight an available plan and click the Select button.
Tip: By default, the list of available plans includes plans assigned to all preparers. To limit the list to plans assigned to a specific preparer, select a preparer from the Show plans assigned to drop-down list.
-
In the Reports group box, select the type of report you want to create, and if desired, select a category by which to sort the information in the report.
Click the following links for details about the reports.
- To change the destination or the appearance of the printed report, use the options in the Destination and Options group boxes.
- Click Print.
Was this article helpful?
Thank you for the feedback!