8.1 Searching Approved Reports

Use this pane to search the required approved reports using the search parameters. Super Users and Admin Users can search, file, reject, or close approved reports.

To search for approved reports, follow these steps:
  1. On the Regulatory Report List page, click File Reports. The Approved Report Search page is displayed with the list of all approved reports.
  2. If you want to search for the specific report in the list, then enter the search parameters.

    Table 8-1 Approved Reports Search Bar

    Fields Description
    Report Name Enter the report name.
    Jurisdiction Select the jurisdiction from the drop-down list.
    Case ID Enter the Case ID for the report.
    Approved By Enter the name of the approver. Select the date from the calendar. Use this criterion to filter reports approved on or after this date. For example, reports approved on or after July 27, 2019.
    Approved Date From You can either perform a range search using Approved Date From’ and Approved Date To or use them independently.
    Approved Date To Select the date from the calendar. Use this criterion to filter reports approved on or before this date. For example, reports approved on or before July 27, 2019.
    Created By Select the user role(s) from the drop-down list to search for reports created by.
  3. Click Go. The relevant report list is displayed.