Display dashboard: Enterprises - Audit on the Basis of Documents

This part of the guide explains how to display dashboard: Enterprises - Audit on the Basis of Documents.

In the form of an interactive report, this page allows the user to customize his dashboard. By using the section Search Criteria, he can choose the reference year, the tax center and the tax type to be applied to generate the dashboard. Once the criteria are selected, the page displays the data and the corresponding chart, when available. For more information on how to build and print an interactive report, click on the following link: Reports.

Step 1 - Go to the page Enterprises - Audit on the Basis of Documents

1. Go to the Dashboard module;
2. Choose the Functionalities option;
3. Click the Enterprises - Audit on the Basis of Documents menu. This action opens the Enterprises - Audit on the Basis of Documents page (521:5000);

Step 2 - Display dashboard: Enterprises - Audit on the Basis of Documents

4. Go to the Search Criteria section;
5. Fill out the required fields (identified by a red asterisk *). For example, Year, Step 1, etc.;
6. Click the Refresh button. This action refreshes the Enterprises - Audit on the Basis of Documents page (521:5000) and displays the details in the lower section;
7. Search for items to display.