Summary

The Alerts report provides a filtered listing of alerts associated with BT businesses. The report will display the Alert Code, Tax Type, Comment, Alert Date, Expiration Date, Business Number, Business Name, and Business Status for each alert included in the report.

Alerts are added to business records on the Alerts tab of the Business Maintenance window.

Step by Step

1     Open the Alerts Report (BT> Reports> Alerts).

2     Configure the report.

• The Alert Code field is used to filter the alerts by alert code. Check the toggles next to the alert codes you would like to include on the report. By default, all alert codes are selected.
  • Alert codes are created and maintained on the Alert Code Maintenance window (BT> Maintenance> Alert Code).
• The Tax Types field is used to filter the alerts by tax type. Check the toggles next to the tax types you would like to include on the report. By default, all tax types are selected. 
  • Tax types are used to group taxes together into logical associations such as Payroll or Gross Receipts. Tax Types are created and maintained on the Tax Type Maintenance window (BT> Maintenance> Tax Type).
• The Status field is used to filter the alerts by status. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status).
• Use the Alert Date From and Alert Date To fields to filter the alerts included in the report by the alert date range associated with those alerts.
• Use the Expiration Date From and Expiration Date To fields to filter the alerts included in the report by the expiration date range associated with those alerts.
• The Businesses field is used to add individual businesses to the report.
  • Click the Create icon to choose a business from the Business Selection window. Highlight the business you would like to add to the report and click the Confirm icon to return to the Alerts report window.
  • Adding individual businesses to the Businesses field overrides all other report filters. If you use the businesses field to add businesses to the report, only the alerts associated with those businesses will be included.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).