Managing Periodic Reporting

Businesses report confidential information, such as financial results, customer data, risk assessments, and operational details, on a periodic basis to comply with license requirements.

Periodic reporting in business licenses provides significant operational and regulatory advantages. By establishing a structured schedule for data collection—such as monthly or quarterly revenue reports—agencies can more effectively monitor business activities, ensure timely compliance, and improve financial oversight. This regular cadence allows organizations to quickly identify trends, potential issues, or policy noncompliance, leading to more informed decision-making and risk mitigation. Additionally, automating periodic reporting streamlines fee collection, reduces administrative burden, and enhances accuracy, ultimately supporting better resource planning and increased transparency for both the agency and license holders.

Viewing Reporting Summary

The Reporting Summary page displays a summary of the reporting activity for the business license. Here you get a snapshot of the business license reporting activity, with links to more information about the reporting application, contacts, and fees and payments.

The header displays the application type, application ID, license activity (as Reporting), license status as a badge, and the address of the business location.

To access the Reporting Summary page:

1. From the Fusion Applications homepage for Permitting and Licensing, click the Business License Transactions tile.

   Alternately, click the Business License Transactions tile on the agency springboard.

2. On the Applications list page, click the row for the selected business license reporting application to open the Reporting Summary page.

3. The More Actions menu has the following actions available on the Reporting Summary page depending on the application status:

   • Go to Business

   • Go to Main Reporting

   • View Certificate

   • Pay Fees

   • Copy Application

   • Cancel Application

   • Withdraw Application

4. Review the information on the Reporting Summary page:

   • Attention needed card: Provides information about reporting application at a glance with buttons for recommended actions, such fee payment, license renewal or expiration.

   • Application section: View information about the reporting application.

     Page Name	Description
     Submitted By	Review the name of the person who submitted the reporting application and the date when it was submitted.
     Received Date	Review the date when the reporting application was received.
     Specialist	Review the name of the specialist assigned to the reporting application.
     Description	Review a description of the reporting application.
     Effective Date	Review the effective date of the reporting application.
     Expiration Date	Review the expiration date of the reporting application.
     Reporting Start Date	Review the start date of the reporting period.
     Reporting End Date	Review the end date of the reporting period.
     Assign Specialist	Click the button to access a drawer to assign a specialist to the reporting application.
     Update Details	Click the button to access a drawer to update the details of the reporting application.

   • Main Reporting and Business Information section: View information about the main reporting and the business.

     Page Name	Description
     Reporting ID	Review the ID of the main reporting. Click the link to access the main reporting page.
     Current Reporting Period	Review the current reporting period.
     License Status	Review the status of the license. Values are Active, Inactive
     Legal Name	Review the legal name of the business.

   • Contacts section: Provides information about the contacts associated with the reporting application.

     Page Name	Description
     Primary Contact	Displays the name of the primary contact.
     Applicant	Displays the name of the current reporting applicant.
     Phone	Displays the phone number of the primary contact.
     Email	Displays the email address of the primary contact.
     Address	Displays the address of the business.
     View Details	Click the button to access the Contacts page to view details.

   • Fees and Payments section: Review the fees and payments associated with the reporting application.

     Page Name	Description
     Total Fees	Review the total fees for the reporting application.
     Balance Due	Review the balance amount due if the fees are partially paid.
     View Details	Click the button to access the Fees and payments page to view details of each fee item.

Viewing Reporting Details

To access the Reporting Details page:

1. On the Reporting Summary page, from the left navigation panel, expand the Application section, and select Reporting Details.

2. Review the information on the Reporting Details page:

   Page Name	Description
   Reporting	Review the reporting details for the business.
   Agency Only Proposed Effective Date	Displays the proposed effective date of the reporting period.
   Approved Effective Date	Displays the approved effective date of the reporting period.