4.4 Regulatory Reports List

Use the Regulatory Reports List section to view the list of reports based on your search criteria. Click the required report number to view additional information about reports that you can use to analyze or take action. By default, all reports are displayed if you do not use any search criteria to filter the list.

NOTE

If the report is already opened by another user, then that report is locked. You can only view that report.

Use the Regulatory Reports list section to perform the following tasks:

• Select the required report(s) to take actions such as Set Due Date, Cancel Filing, Export to Excel, and so on.
• Click the report number to view details pertaining to the report in the Report Details page.
• Sort the list of values in the column by using Sort Ascending, Sort Descending, and Clear the sort

options. Right-click on the column and select the required sort option to view the list.

• View column headers (Report Name, Created Date, Due Date, and so on) of your choice by using the Field Chooser option. Right-click on the column and select the required column header names and the size of the column from the Field Chooser list to view.
• Navigate pages using the Pagination option. Enter the page number or use arrows to navigate to and from.
• In the Due Date column, dates in green will expire in a few days. Dates in yellow indicate that the due date is nearing, and dates in red indicate that the due date has expired.