Symmetry Audit (Onboarding) Report (BOLD Analyze)

October 02, 2026 17:36

This report provides the information received from Symmetry for the specific completed document.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

Legend
Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

This report provides the information received from Symmetry for the specific completed document.

Filter Name	Options	Description
Division	All available Employer list	Use this filter to refine Employer of the Applicant
Office	All available Branch list	Use this filter to refine Office of the Applicant
Symmetry Tax Form	All available Tax Form Locality list	Use this filter to refine Tax Form's Locality of the Applicant
Completed Date (Date From)		Use this filter to refine Applicant's Task Completed Date between the date range
Completed Date (Date To)
Date Range	Yesterday, Today, Tomorrow, …	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Name	Description	Notes
Employer	Applicant's Task's Employer Name
Employer Address	Applicant's Task's Employer Address
Employer FEIN	Applicant's Task's Employer FEIN
Talent ID	Applicant's ID
Talent User	Applicant's Full Name
Talent Home Address	Applicant's Home Address
Form ID	Applicant's Tax Form ID
Form Name	Applicant's Tax Form Name
Form Version	Applicant's Tax Form Version
Sent Date	Applicant's Task's Sent Date
Completed Date	Applicant's Task's Completed Date