View and download current and historical Online Form Portal access activity. This reports on when Management Users Lock or Unlock all access to Online Form Portal via Settings/Online Form Portal Access section of Yearli Portal.
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 "Online Form Portal Access" from Management Activity.
- Select a Tax Year (Note: This represents the application year action was taken).
- 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.