View and download current and historical recipient data review reports and processing information.
How to View Recipient Data Review Activity
- Login to Yearli Portal.
- Select "Reports" from the left pane or select "Manage Reports" from the main page.
- Select "Recipient Data Review" from Management Activity.
- Select a Tax Year (Note: This represents the application year action was taken).
- Select a Sort By option
- Select the "Run Report" button.
Sort By Options
- Form Review - Activity taken when approving/rejecting tax form data from Data Services. You can view the Data Service reports by selecting the download icon.
- Upload Forms - View activity from Management Users who uploaded tax forms to Data Services using the "Upload Forms" button from Recipient Data Review. Note: This report does not show tax form data uploaded via SFTP accounts.
- Upload Accounts - View activity from Management Users who uploaded recipient account data from Recipient Data Review.
- Account Review - View approval/rejection activity from recipient account files that have been uploaded. Select the download icon to view the reports.
How to Filter Results
To filter results select the filter icon next to the Sort By choice box. Note: each Sort By selection will have different filter options.
After the filters are set select the "Run Report" button.
How to Export Results
After running a report you can download a *.csv file with a summary view of the results.
- Select the "Summary" button.