View and download current and historical activity for setting form availability dates and disabling form access.
How to View Form Availability Activity
- Login to Yearli Portal.
- Select "Reports" from the left pane or select "Manage Reports" from the main page.
- Select "Form Availability Dates" 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
- Disabled - Activity taken to disable form access from the Current Year Form Access section of Yearli Portal.
- Scheduled- View activity from the Current Year Form Access section or from the Recipient Data Review section of Yearli Portal.
How to Filter Results
To filter results select the filter icon next to the Sort By choice box.
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.