Displaying reports containing your Longview Tax data in CXO could not be easier. CXO offers seven reports which you can unlock in with only a few clicks.In CXO Designer, there is a new button in the Tools section of the navigation bar at the top of the screen:
Open CXO Designer.
Select Generate Default Longview Tax Reports from under Tools section.
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Select the Longview Tax source for which the reports need to be generated.
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Usually, only one such source is available.
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Click Generate Longview Tax Reports
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. This action triggers the automatic creation of the reports
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which can take up to a minute.
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Once the reports have been generated, they work just like any regular CXO reportsreport. They are accessible can be accessed via CXO Designer and can be added to the report browsing structure in whichever any place you want.
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Furthermore, if you would like to customize the reports, you can edit them at will. You are not restricted by the pre-determined set-up of the reportsThese reports are customizable and hence can be edited.
CXO also enables admins and report builders to build reports with Longview Tax data from scratch. Clicking
Click + New Report
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from the navigation bar
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of the
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CXO Designer
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.
You can either create new reports following pre-defined templates
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or can design your own report by selecting Create New Free Format Report. This way, you have maximum control over the way your tax data
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is displayed and shared
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.