Batch reports feature for Customized reports and Tax Reports like 4562 and 4797
It would ne nice if Sage has a feature where we could create batches to run the Customized reports and some Tax Form Reports like 4562 and 4797 reports. This would avoid opening each entity and running the reports for each entity separately.
The solution does not address the user's request (or mine). We need to be able to run this as a batch across COMPANIES. Our Tax guy has to run 160 reports individually (4562 form for every company for tax and internal books). Please add batch functionality for this in 2025.1 (although we still can't update to 2025.1 since some Planning functionality is broken).
This request has been delivered! You can add four tax reports to a batch in version 2024.0 (available Aug 31, 2023) and later. Additionally, you can save multiple versions of the tax reports with different report criteria. Note: This feature does not include running a batch of custom reports or tax reports across multiple companies.
Excellent point. Thank you for the valuable feedback, Derek.
Cross-company support is under consideration, for Premier Depreciation. Premier: GTM Batch reports for customized reports and Tax Reports like 4562 and 4797
The solution does not address the user's request (or mine). We need to be able to run this as a batch across COMPANIES. Our Tax guy has to run 160 reports individually (4562 form for every company for tax and internal books). Please add batch functionality for this in 2025.1 (although we still can't update to 2025.1 since some Planning functionality is broken).
This request has been delivered! You can add four tax reports to a batch in version 2024.0 (available Aug 31, 2023) and later. Additionally, you can save multiple versions of the tax reports with different report criteria. Note: This feature does not include running a batch of custom reports or tax reports across multiple companies.
This feature does not include running a batch of custom reports or tax reports across multiple companies. That capability is under consideration for Premier Depreciation. Premier: GTM Batch reports for customized reports and Tax Reports like 4562 and 4797