How to print reports in KIS Desktop

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The objective of this article is to walk you through on how to print reports.

 

  • Open the Keep It Simple Desktop software and log in.

  • From your main screen click on the 6th icon from the top to bottom on the left-hand side labeled REPORTS.

  • You will see 7 icon across the top of the screen CLIENT DATA, E-FILE DATA, BANK DATA, REVENUE SUMMARY, OFFICE REVENUE, RETENTION REPORT and QUICK CLIENT DATA.

CLIENT DATA

  • You can select what type of Client Data Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can narrow the report by selecting the type of Return Result from either Refund, Balance Due or Zero Due, and the type of Return Complete or Incomplete Returns.
  • You can sort your reports by SSN, Zip Code or Phone Number.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT.

 

E-FILE DATA

  • You can select what type of E-File Data Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT

 

REVENUE SUMMARY

  • For a Revenue Report, you can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner next to PRINT THIS REPORT.

 

OFFICE REVENUE

  • You can select what type of Office Revenue Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

 

RETENTION REPORT

  • First you must set the prior year path by clicking on the CHOOSE PATH button and selecting the folder for your prior year software.
  • You can select the type of Retention Report you want to create by selecting from the drop box next to REPORT TYPE.
  • You can select the time frame under REPORT DATE RANGE from today, month, year or period.
  • You can choose to sort your report by the options on the drop box next to SORT BY.
  • Once you have selected each option you can click MAKE REPORT.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

 

QUICK CLIENT DATA

  • Select how you would like to group your report from the GROUP BY drop box.
  • Then select the search criteria from the SEARCH BY drop box.
  • Enter the search words or numbers you want to search for on the VALUE box.
  • Once you have selected each option you can click MAKE REPORT.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.
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