Confidential & Proprietary

TAX-AIDE

Reports and DashboardsTraining

Chapter 10

Confidential & ProprietaryAARP Foundation Tax-Aide

Contents covered In this training you will learn…• How to run/access dashboards• How to view and run reports and specialty

reports• How to export and print reports• About available reports• How to request additional reports

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General Description of Reports

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General Description of Dashboards

Confidential & ProprietaryAARP Foundation Tax-Aide

Available Reports• Tax-Aide Prospects– populates prospective Tax-Aide volunteers

• Tax-Aide Volunteer– populates all active volunteers with an active

assignment• Tax-Aide Sites– populates a list of all active sites• Inactive Sites-populates all inactive sites• All Sites-populates all sites regardless of status

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Confidential & ProprietaryAARP Foundation Tax-Aide

Requesting Additional ReportsProvide the following information via ‘Submit A Request’ on the OneSupport Help Center:– Name of Report– Object(s) containing the information you require– Field name that contains the information that you

require– Filtering on any fields– Sorting on any fields– Grouping of any field

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Confidential & Proprietary

DEMO: HOW TO RUN/ACCESS DASHBOARDS & REPORTS

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Confidential & Proprietary

DEMO: HOW TO EXPORT AND PRINT REPORTS

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