We plan to sunset Legacy Reports and Intelligent Reporting in June 2024. After that, all GTD reports must be run in the Reports page in GTD Cloud.
How is GTD Cloud Reports different from the other reporting tools?
GTD Cloud Reports is faster and more reliable than the other GTD reporting tools, and can be accessed right in the new GTD UI. It has the most important reports from Legacy Reports and Intelligent Reporting with new names and descriptions, so you know exactly what information is included in each report.
GTD Cloud Reports also introduces JSON format, which is useful if you use an API to transfer data between apps. For more information about the report formats in GTD Cloud, check out this article.
Are the reports still the same?
Though the report names have been updated in GTD Cloud, the actual report contents remain the same.
The table below lists the reports available in GTD Cloud and their counterparts in GTD Legacy and Intelligent Reporting.
GTD Cloud Reports |
Legacy Reports |
Intelligent Reporting |
| Customer Exemption Certificate Report | Customer Certificates Report | Customer Certificates Report |
| Entity/Use Code Mapping Report | My Entity/Use Code Mapping Report | Entity Use Code Mapping Report |
| Good/Service Code Mapping Report | My Goods/Service Code Mapping Report | Goods Service Code Mapping Report |
| Nexus and Registration Report | Organization Tax Obligation Report | Organization Tax Obligation Report |
| Tax Totals by Invoice Report | Transaction Summary By Invoice Report | Summary By Invoice |
| Tax Totals by Jurisdiction Report | Transaction Summary by State - Sub TJs Report | Summary of Taxes by Jurisdictions Report |
| Tax Totals by State Report | Transaction Summary by State Report | Summary By State |
| Transaction Detail Report by Line Item | Transaction Detail Report | Transaction Detail Report |
| Transaction Detail Report by Line Item and Taxing Jurisdiction | Transaction Line-Item Extract Report | Transaction Detail Report by Invoice Line Item at Jurisdiction Level |
Tax rules reports will be added to GTD Cloud Reports in an upcoming release.
What about customizations?
You can't customize reports in GTD Cloud.