Review your scheduled reports

The Regulatory Reports tab enables you to view all scheduled reports.

When a new case is created, there are no reports associated with it. As data is entered and the case is saved, the regulatory report scheduling algorithm determines which reports, if any, are required for that case.

The reports determined to be necessary appear in the Regulatory Reports tab. You can manually schedule reports through the Reports menu or by clicking the Regulatory Reports tab. You can also add comments to existing reports. The comment section can be updated to enter notes for a report even after it has been submitted.

• The case submission date must be on or after the initial receipt date for the case. If the submission date is before the initial receipt date, the system displays an error message.
• The system displays the time component for the date generated on the Case Form > Regulatory Reports tab using the IE offset of the client machine for the display.
• The system displays the time component for the date generated on the Report Details using the IE offset of the client machine for the display.
• When you manually schedule an Expedited report, the system places the word, Manual, in the Notes field along with the current notes information.

For more information, see:

• Review a list of your scheduled reports
  
• View your scheduled reports