Web Reports: Customer Portal Report
Software reference · Written guide Content date 4 min read
On this page
Click here for an overview of
Tax Processors Plus's Web Reports
The Customer Portal Report provides information about taxpayers who have been sent a portal invitation, including the taxpayer's credentials and whether or not they created the portal.
If you have a large number of clients using the Customer Portal and not all clients are showing, or wish to refine the report by date ranges, consider running the Customer Portal Report by Date. See here for information about this alternative report.
Report data is available for current and prior tax years, though since the Customer Portal is only available to be used for the current tax year, prior years are for historical needs only.
Setting up and running the report
The report has two menus, one for selecting the report filters and the other for selecting the EFIN(s) to be reported on. Upon arrival at the report window the Filter Selection menu will already be open. Each menu is opened by clicking it.
Filter Selection
Tax Year - The current tax year is selected by default but change to a prior year if needed.
EFIN Selection
Select the EFIN(s) you'd like reported on.
When you've finished with the selections, click one of the two "Run Report" buttons:
Run Report
Click this to display the report on-screen, after which you can optionally (a) refine the data to be included in the report, (b) export the report, and (c) save the report template to make it easy to run again in the future.
Run Report For Export
This button functions the same as the "Run Report" button but for large offices allows for all data for all EFINs to be exported. If you clicked "Run Report" but the report output was abbreviated due to the volume of the data, rerun the report clicking this button instead.
If no returns are found, click the orange "Go Back" button to return to the Filter and EFIN Selection menus. It's possible you need to change or broaden one or more of the parameters you specified.
Each time you arrive at the Filter and EFIN Selection menus, all the selections you previously made will have reset to their initial default values, so you'll need to reselect the ones you want for the report.
Control buttons when viewing the report
Go Back
Click "Go Back" to return to the Filter and EFIN Selection window.
Export Report
This button will display if you chose "Run Report". Click it to export the report to a CSV file suitable for importing into your spreadsheet program.
Export Full Report
This button will display if you chose "Run Report For Export". Click it to export the full report to a CSV file suitable for importing into your spreadsheet program.
Save Report
Click "Save Report" to save the report Filter and EFIN Selections and column filters to make it easier to run the report again in the future. After clicking the button, enter a name for the saved report template, then click OK to save it.
Selecting the columns to report
You can exclude any column of data you don't want in the report. To exclude a column in the report, click the blue "Column Selection" heading to reveal the report columns.
Column Selection
Select AllClear All
Group Name EFIN First Name Last Name Email Address Last 4 SSN Cell Phone Preparer Name Website Sent Date PortalCreateDate PortalEfiledDate SSNEncrypted
To exclude a column, click the blue button with its name. Its color will change to red indicating it's not included, and it will disappear from the report.
An alternate way to select the columns to report is to click the orange "Clear All" button, removing every column in the report, followed by selecting just the columns you desire to be in the report.
What information does this report include?
The Customer Portal Report includes the following data for each client who has been sent a portal invitation.
Cell Phone (taxpayer cell phone)
EFIN
Email Address (taxpayer e-mail address)
First Name (taxpayer first name)
Group Name (for multi-level
Last 4 (last four digits of the SSN)
Last Name (taxpayer last name)
PortalCreateDate (date the taxpayer created the portal from the invitation)
PortalEfiledDate (date the return was e-filed)
Preparer Name
SSN
SSNEncrypted (if available)
Website Sent Date (date the portal invitation was sent to the taxpayer)
Additional Information: