Displaying reports containing your Longview Tax data in CXO could not be easier. CXO offers seven reports which you can unlock in 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: Generate Default Longview Tax Reports.
Clicking that button will open a new page. In this page (displayed below), two actions need to be taken. First, the admin needs to select the Longview Tax source for which the reports need to be generated. Normally, only one such source is available.
Secondly, the admin can press the Generate Longview Tax Reports button. Clicking this button will trigger the automatic creation of the reports. This generation process can take up to a minute.
Once the reports have been generated, they work just like regular CXO reports. They are accessible via CXO Designer and can be added to the report browsing structure in whichever place you want.
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 reports.
CXO also enables admins and report builders to build reports with Longview Tax data from scratch. Clicking + New Report in the navigation bar at the top of CXO Designer opens the wizard on the left. You can either create new reports following pre-defined templates, or design your own report by selecting Create New Free Format Report. This way, you have maximum control over the way your tax data are displayed and shared with your executives.