What reports does Premier offer, and what do they do?

Yearli offers a variety of reports.

Detail Report
This report provides a breakdown of every form currently in the e-file process for the payer in Final Review section.  The detail report is a .CSV formatted Excel spreadsheet that will separate each form by form type.  This report is commonly printed to review all data entered on the forms for possible data entry errors or to verify the data before submission.  The information displayed will include:

  • Totals for each form type
  • Box by box entries for each form
  • Recipient information for each form

The Detail Report is available in Forms, in the final review stage of the E-file process, and in E-file History.

Data Detail Report
This is an Excel export of filing information by Payer and Form Type. This report includes payer & recipient form data as well as electronic filing service statuses. It allows Yearli customers to sort, filter, and manipulate their filing data however they prefer for their own purposes. The Export Detail Report is available in the Reports section of Yearli in the left navigation pane.

Filing History Report
Summary of E-File History organized by Payer and Form Type. The reports are delivered as Excel or PDF, and include a summary of Payer(s) and Recipients included in the filing, the Yearli Confirmation number, and submission time stamp, allowing filers to provide a complete record for their clients, or keep a copy for their own records. The Filing History Report is available in the Reports section of Yearli in the left navigation pane.

Filing Status
Summary of E-File statuses organized by Payer and Form Type. The reports are delivered as Excel or PDF. This report allows filers to provide a Federal, State, and Recipient filing status confirmation to their clients or keep offline for their records.

Master Receipt Report
An Excel export displaying total spend by Payer.  This report includes a breakdown (by Payer) of each submission, form type/quantity, selected services, submission date, payments, and payment method.  Meant for easy filtering, this report can be run to include all Payers, individual Payers, or a selection of Payers to determine the overall submission costs. The Master Receipt Report is available in the Reports section of Yearli in the left navigation pane.

Payer & Recipient Report
This report will list the payer name, TIN, and address; along with each selected recipient's name, TIN, and address.  It can be output as either a PDF or Excel file.  The Payer & Recipient Report is available in the Reports section of Yearli in the left navigation pane.

Pro Forma Report
A report of all available amount types for a specific form. The actual dollar amounts are blank, to be filled in by hand, to allow for future data entry. The Pro Forma Report is available in the Reports section of Yearli in the left navigation pane.

Returns Report
This report will list the payer name, TIN, and address; along with each recipient that contains the form type selected.  For each recipient selected, the report will display the data entered into each box of their specific form.  It can be output as either a PDF or Excel file.  The Returns Report is available in the Reports section of Yearli in the left navigation pane.

Summary Report
This report summarizes all forms in the Forms area, the final review stage of the E-file process, or in E-file History.  The summary report is separated by form type, payer EIN, and the W-2 form employment type (if applicable). The Summary Report is available in Forms, in the final review stage of the E-file process, and in E-file History.

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