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.

To access the Reporting Summary page:

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

   Alternatively, 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. Review the information on the Reporting Summary page:

4. Page Name	Description
   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.
   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,
   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.
   Contacts section	Provides information about contacts associated with the reporting application.
   Primary Contact	The name of the primary contact.
   Applicant	The name of the applicant.
   Phone	The phone number of the contact.
   Email	The email address of the contact.

Viewing Reporting Details

To access the Reporting Details page:

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

   Alternatively, 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. In the left navigation panel, expand the Application section, select Reporting Details.

4. 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.