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ProWeb: Custom Configuration Items

The Custom Configuration Items contains several statistic related reports for customized questions, referrals and return tags. To access Custom Configuration Items from the Welcome page select;

  • Reports
  • Custom Configuration Items

Question Statistics

Prints a report listing custom questions and responses and totals. 
Referral Report
Prints a list of referrers and who they were referred by.
Return Questions
Prints a list of question answers for each return.
Return Tag Report
Prints a list of returns that have been assigned a return tag.
Custom Credit Report
Prints a list of returns with custom credits created by your office.
Custom Consents
Prints a list of  custom consents created by your office showing Granted/Denied Per Return.

 

Additional Information:

ProWeb: Other Configuration Options

ProWeb: Return Tags

ProWeb: E-File Process - Custom Credits

ProWeb: E-File Process - Custom Credits