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- Batch downloading report of who worked on a return
Batch downloading report of who worked on a return
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wjonah
Level 1
05-04-2022
12:20 PM
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Is there any way to download a report of who worked on a return, as seen on the Client Log tab when you hit F4 (example here: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/log-of-who-worked-on-a-re....)
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George4Tacks
Level 15
05-04-2022
04:12 PM
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Not really, but you could press F4. Print to pdf. Open pdf and save as rtf. Massage the rtf in to a file that could be input to a spreadsheet.
Answers are easy. Questions are hard!
wjonah
Level 1
05-04-2022
04:15 PM
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Ah I see. Sadly what I am trying to do can be done faster than that, and I was just trying to see if I can automate it somehow. Thanks for the reply!
George4Tacks
Level 15
05-04-2022
05:58 PM
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It would be even better if the codes that were messed with were in the report.
Answers are easy. Questions are hard!
