Downloading ELS reports into a spreadsheet

You can download these reports into spreadsheets. This allows better manipulation of data using features such as:

  • sorting
  • filtering
  • easier printing.

You can tailor reports to specific clients or split client lists, so that each staff member in your practice receives only a list of their own clients. The downloaded reports also allow for reconciliation and comparisons of client information, such as viewing which clients have and have not lodged returns.

Many of the ELS software packages have the ability to provide this or similar functionality.

To help with these features, refer to user manuals or help files supplied with your ELS software package.

Last modified: 24 Nov 2015QC 17785