Topics started by Elisa Meyer

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Elisa Meyer
Beginner
Elisa MeyerBeginner
asked in Ask a Peer

Report summarizing over/under budget work, by colleague?

Hi all, I’m trying to review some team members’ productivity on tax returns. I’d like a report summarizing, for a given period:Team member Work completed Time budget Actual time I tried doing this using the Completed work filter. This doesnt work because ultimately all tax returns get assigned back to the admin team for signing and filing, so when they go into completed status they’re no longer assigned to the preparer. Am I missing how to do this?

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Victoria Peters
Sr. Community Champion
1 year ago

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