Not sure if this is a topic for EFile or for Client Manager, but since there are so few for EFile, I thought I would use that
Is there a way to limit the efile report that we export to Excel? Last year there was a ‘minimal’ report that worked for us, but we don’t see it this year. All we really want to see on that report is the client name and if the efile was accepted or rejected for that client.
It would be nice to have either that minimal report option back or be able to select the columns we want to have exported. (Allowing the columns to be selected would probably result in fewer requests to you to change the report.)