1. Administering Tax Reporting
  2. Managing the Approval Process
  3. Creating Approval Unit Annotation Reports

Creating Approval Unit Annotation Reports

Administrators can check Approval Unit status by reporting on annotations for a set of Scenarios and Approval Unit members. Annotation text displays chronologically, with the most recent entry first.

To create reports for Approval Unit annotations:

  1. Click the Navigator icon Navigator icon, and then under Monitor and Explore, click System Reports.

  2. Select the Approval Unit tab, and then click Annotations.


    Approval Unit Annotations
  3. From Select Report Options, select the Scenario, Years, Period, and Entity combination for which you want to generate a report. If Custom is selected, click the Member Selector iconMember Selector icon to select the custom members..
  4. From Approval Status, select the status to display in the report.

  5. At the bottom of the screen, click Create Report and select where to save the report.