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:
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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.
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On the Applications list page, click the row for the selected business license reporting application to open the Reporting Summary page.
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The More Actions menu has the following actions available on the Reporting Summary page depending on the application status:
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Go to Business
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Go to Main Reporting
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View Certificate
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Pay Fees
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Copy Application
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Cancel Application
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Withdraw Application
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Review the information on the Reporting Summary page:
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Attention needed card: Provides information about reporting application at a glance with buttons for recommended actions, such fee payment, license renewal or expiration.
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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.
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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.
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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.
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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.
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Viewing Reporting Details
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On the Reporting Summary page, from the left navigation panel, expand the Application section, and select Reporting Details.
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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.
Viewing the Main Reporting Page
The Main Reporting page provides an overview of the business license.
To access the Main Reporting page:
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From the Fusion Applications homepage for Permitting and Licensing, click the Licenses tile.
Alternately, click the Licenses tile on the agency springboard.
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The header displays the type of main reporting, the main reporting ID, status of the main reporting.
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The Main Reporting page has the More Actions menu with the following actions:
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Go to Business
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Amend
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Report
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Inactivate
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The Main Reporting page has a left navigation panel with links to the following pages:
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Reporting Overview
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Map View
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Business Information-related pages
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Reporting Information-related pages
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Fees and Payments-related pages
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Additional Information-related pages
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On the Reporting Overview page, review general information about the reporting, reporting periods, business summary, and the owners and corporate representatives associated with the business.
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Review the information on the Reporting Overview page:
Page Name
Description
Attention needed card
General section
Current Reporting Period
Review the current reporting period.
Reporting Start Date
Review the start date of the current reporting period.
Reporting End Date
Review the end date of the current reporting period.
Description
Review a description of the reporting application.
Effective Date
Review the effective date of the license period.
Next Reporting Due Date
Review the due date for the next reporting period.
Reporting Activity section
Review the list of all reporting activities associated with the business.
Reporting Period
Review the reporting periods for which there were activities for the license. Click the link to access the Reporting Summary page for that reporting period.
Activity
Displays the name of the reporting activity. Values include Origination, Renewal, and Amendment.
Status
Review the status of the license as a badge. Values are Completed, Payment Pending, Pending, Submitted, Expired.
Balance Due
Displays if there is any fee amount due for the reporting application.
Business Summary
Review the summary of the business.
Legal Name
Review the legal name of the business.
Ownership Type
Review the ownership type of the business. Values can include Corporation, Association, Business Owner, Community Property.
Tax Exempt
Indicates if the business has any tax exemptions.
Mobile Business
Indicates if the business does not have a have a permanent, stationary location and can move from one place to another. Examples include mobile food vendors, and mechanics offering repair services.
Business Address
Displays the address of the business.
Owners or Corporate Representatives section
Review the names of the owner or corporate representatives responsible for the reporting activity of the business.
Status
Displays the status of the owner as a badge. Values include Active, Inactive, Pending Approval
View Details
Click the button to access the Owner page to view details.