Search on Return Status/Workflow

Updated: 2022-03-23

The Return status filters in the Client Manager allow you to search on workflow groups. Use these filters to display a list of returns where a group of tasks is in a particular phase of preparation.

For example, to find all returns that completed the review this week:

1. Click on the Quick Searches sidebar.
2. Scroll down to the Custom filters section
3. Expand the Return status box.
4. Select Review from the first drop-down menu.
5. Select Complete from the second menu.
6. In the completed field, choose This week.

To add another condition—for example, to exclude any returns where the Client Approval step has been started:

7. Select And from the first menu.
8. Select Client Approval from the Add another condition menu.
9. Select Not started from the third menu.

Finally, if you want to see only those returns that are waiting for input from a client:

10. Check the Waiting for client box. (This box looks for the Waiting for client flag on a client's workflow.)