View Team & Mgt. User Activity

View and download current and historical activity for managing teams and management user accounts. 

How to View Recipient Data Review Activity

1. Login to Yearli Portal.
2. Select "Reports" from the left pane or select "Manage Reports" from the main page.
3. Select "Team Reports" from Management Activity.
4. Select a Tax Year (Note: This represents the application year action was taken).
5. Select a Sort By option
6. Select the "Run Report" button.

Sort By Options

• Team Update - Activity taken to update an existing Team such as adding or removing a Team.  
• Team Member Update - View activity on Team Members such as when they were invited, assigned to a Team, removed, etc..
• Team Payer Update - View activity when Payers are added or removed from a Team.
• Team Form Update - View activity when form types are added or removed to a Team.

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.