1. User's Guide
  2. Manage your periodic report submissions
  3. Prepare content for periodic reports
  4. Periodic report types
  5. View a summary of periodic regulatory reports

View a summary of periodic regulatory reports

You can select any of the following options in viewing the summary of a periodic regulatory report:

  • To view the regulatory reports for a particular case (scheduled, generated, and submitted), open the Regulatory Reports tab of the Case Form.
  • To view all scheduled, generated, and approved reports, as well as other outstanding action items assigned to you or your user group, select Reports in the Worklist menu.
  • To view a list of all scheduled, generated, and approved periodic reports, select Periodic Reports from the Reports > Compliance menu.

Parent topic: Periodic report types