8.1.1 Searching Approved Reports

Use this pane to filter the required approved reports that can be used to generate an E-File.

To search for the approved reports, follow these steps:
  1. On the Report Summary page, click File Reports. The Approved Report page is displayed.
  2. Enter the following information in the Approved Report Search pane as tabulated.

    Table 8-1 Approved Reports Search Fields

    Field Description
    Report Name Enter the report name you want to view. This field supports a wildcard search. You can use ‘%’ and ‘_’ as wildcard indicators. NOTE: You can enter a maximum of 50 characters in this field.
    Jurisdiction Select the jurisdiction to view reports mapped to the selected jurisdiction. Jurisdictions are defined by your institution. Every report is associated with a jurisdiction. When a report is created from a case, the report inherits the jurisdiction associated with that case. Each user has access to a set of jurisdictions. Every report is associated with a single jurisdiction. A user has access to any report where the user's jurisdictions intersect with the report’s jurisdiction
    Case ID Enter the case ID to view reports associated with the specific case ID. For multiple case IDs, separate them with a comma. Ensure that you do not enter a space after the comma. This overrides all other filter criteria. For example, CA660,ca671. NOTE: This search is not case-sensitive. You can enter a maximum of 255 characters in this field. Case ID is the identifier that has triggered the creation of a report in the OFS CRR CS AUS SMR application application.
    Approved By Select the name of the approver to view reports approved by the selected user. For example, Supervisor1, Supervisor2, and so on.
    Approved Date >= Select the approved date to view reports having an approved date greater than or equal to the specified date. Using this criterion, you can view the reports approved during the date range. For example, reports approved on or after December 26, 2019.
    Approved Date <= Select the approved date from the calendar to view reports having an approved date lesser than or equal to the specified date. Using this criterion, you can view the reports approved during the particular date range. For example, reports approved on or before December 26, 2019.
    Created By Select the user who has created the report. You can enter multiple names by using a comma to separate the entries.
  3. Click Search. The relevant search list is displayed. If you click Reset, all search fields are set to default values (blank).