Skip to main content
Avalara Help Center

Manage CertCapture reports

This article applies to:CertCapture

Reports help you manage all of the documents you collect and store in CertCapture. Do any of your customers have documents that will expire soon? Are you missing customer records? How often are your team members logging into CertCapture? Export reports that answer questions like these, or have CertCapture deliver them to your email on a regular schedule.

After you generate a report and get a list of soon-to-expire exemption certificates, request updated certificates from those customers. If you just want quick information and don't need a full report, try searching for certificates and customers instead.

What you want to do What reports to use

Get information about your exemption certificates

Search for specific exemption certificates and export the results, or create certificate reports specific to finding expired or soon-to-expire certificates, new certificates, and invalid certificates. Create an Exempt Reason Statistics report to review a breakdown of the amount and percentage of certificates using each exemption reason.

Review your customer information

Search for specific customers and export the results. To find customers that are missing a Customer Name, use the Invalid Customers report. To review the billing and shipping relationships if your customers, use the BillTo - ShipTo Customer report.

Review your user activity

Create User reports to see a history of user logins, failed user logins for each user, and how many certificates each user has validated. Review Global Admin reports to see other user activity.

See a history of AvaTax API call errors Create a Failed API Calls report, and learn to fix the issues that caused the errors.
  • Was this article helpful?