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| Note |
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Do not select tab or click on the next available row below the current tax rate. This will automatically create a new tax row. If a new row is created, simply press the delete key on your keyboard to remove it. |
Tax
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Reporting
There are multiple reports available in the eGenuity Software. The Tax Summary report Report displays the Tax Description, Tax Rate and Total Taxes Collected for the specified Date Range, grouped by Store. The Tax Summary Report is available in the reporting section of the eGenuity system. The system also allows you to modify the report using the Data Explorer feature as detailed in the video below.
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Select the Business Management Tab.
Select the Reports Icon.
Select a Report from the available list.
Update the parameters for the report as needed, on the right hand side.
Select the Explore Button.
In the Explorer View you can Hide All or Show all Columns by Using the buttons to the right, or Remove Specific columns by unchecking the visible box.
You can shift the order of the columns or group the reports by a specific column.
To Shift Columns, select the column header and drag the column to the left or right as needed.
To Group Columns, select the column header and drag it into the gray area as pictured below:
Once the report is formatted to your preference you can choose to Save the Layout for future use, Print or Export to Excel by choosing the appropriate icon at the top of the explorer window:
You also have the option to Delete an existing layout that is no longer needed. To Delete:
Select the layout from the layout drop down menu.
Click on the Delete Icon.
Click OK.