Does Liscio Generate Reports?

Does Liscio Generate Reports?

Users can pull two reports from Liscio: a Contacts Report and an Accounts Report. Please see these articles to learn how: How to Download a Contacts Report, How to Download an Accounts Report 

Liscio currently does not have the functionality for users to generate additional reports in the platform. 

If your team requires additional reports, please contact

Note: We do not pull sensitive information such as Bank Accounts, Login information, Birth Dates, SSN/EIN, or Payroll information.

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • How to Install & Troubleshoot Liscio Dispatch

        Seamlessly and securely share PDF files without leaving your tax or accounting system to save you and your staff time.  How to Install Liscio Dispatch (PC): How to Install Liscio Dispatch (Mac): ​ General Step-by-Step: 1. Click on your profile in the ...
      • Liscio Vault

        Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
      • Adding an Email into Liscio

        You can save an email as a PDF and upload it into Liscio. To save an email as a PDF: Open the email you wish to send through Liscio. Open the print menu. Print with the destination "Save as PDF". Select save location on your computer. Attach the file ...
      • Liscio Dispatch FAQs

        What is Liscio Dispatch? Liscio Dispatch allows you to securely send PDF documents from ANY system in one smooth motion. Simply print or drag-and-drop a file to Liscio Dispatch. Liscio will provide a pop-up window with sharing, tagging, and ...
      • How to Add Liscio Dispatch on Terminal Server

        If you are using a terminal server environment and experiencing issues using or finding Liscio Dispatch, please try the steps below. Make sure the settings for Remote Desktop allow sharing of the local computer Drives. Right-click on terminal server ...