Custom Report - Missing Billsoft/Avatax Jurisdiction Codes

Summary

This custom report provides a complete listing of missing jurisdiction codes when using the On-prem Avalara Billsoft integration or the Avalara Avatax Cloud integration.

Configuration

1. Create view

2. Paste in SQL

   SELECT dbo.[USER].ID AS UserID, dbo.[USER].Name AS [USER], CAST(dbo.ContactPointAddressAttributeJurisdictionCode.JurisdictionCode AS VARCHAR) AS JurisdictionCode,
   dbo.ContactPointAddress.Address1, dbo.ContactPointAddress.Address2, dbo.ContactPointAddress.ZipCode, dbo.Contact.Name AS ContactName, dbo.Contact.Company,
   dbo.ContactPointAddress.CityName, dbo.ContactPointAddress.StateName, dbo.Country.Name
   FROM dbo.ContactPoint INNER JOIN
   dbo.Contact ON dbo.ContactPoint.ContactID = dbo.Contact.ID INNER JOIN
   dbo.ContactPointAddress ON dbo.ContactPoint.ID = dbo.ContactPointAddress.ContactPointID INNER JOIN
   dbo.ContactPointAddressAttributeJurisdictionCode ON
   dbo.ContactPointAddress.ID = dbo.ContactPointAddressAttributeJurisdictionCode.ContactPointAddressID INNER JOIN
   dbo.Country ON dbo.ContactPointAddress.CountryID = dbo.Country.ID LEFT OUTER JOIN
   dbo.[USER] RIGHT OUTER JOIN
   dbo.UserContactConnector ON dbo.[USER].ID = dbo.UserContactConnector.UserID ON dbo.Contact.ID = dbo.UserContactConnector.ContactID

3. Click Execute button to check that the query runs

4. Click Save, enter the name of the view - Remember the name of the view created as it will be used below

5. Click the Setup tab

6. Select the Custom Reports option under the Configuration section

7. Click the Add button

8. Enter a Name (no special characters or spaces, under scores can be used in place of spaces) for the report. The value entered here will become a role permission enabling only accounts within that role to view the custom report. It is recommended that you name all your custom reports with a common prefix so that they will be easy to locate within the role permission list

9. Enter the following Connection String; replacing User ID and Password (XYZ) with the correct values:

   server=localhost;Trusted_Connection=false;database=boss;uid=XYZ;pwd=XYZ

   Enter name of custom view in the Table field (table name can also be a view name)

10. Click Save

11. Logout and then back in to EngageIP Billing. This will reset the role permission set and allow you to grant access to the report

12. Click on the Setup tab

13. Select the Roles option under the Account and Roles section

14. Select the role from the list to grant view permissions for this report

15. Scroll down to the Role Permissions section and locate the name of the report within the list

16. Select the LIST check box next to that permission

17. Scroll to the bottom of the permission set and click the Save button

18. Repeat steps 11-15 above until all applicable roles have been granted permission to view the report

19. Click the Reports tab

20. Scroll to the bottom of the screen where you will see a new section entitled; Custom Reports

21. Click on the Name of your Custom Report to view the output

Like all other lists within the application, custom reports can be filtered, printed, and/or exported using the appropriate list icons.